Round Up Autumn 2018

19 of respondent firms currently employ an apprentice or trainee But... 53% of respondent firms said that they’d be interested in recruiting someone new to the industry through either an apprentice or graduate training scheme. . We’ve taken on board your feedback throughout the year, and read the suggestions you’ve made within the survey. Like most things, there’s always room for improvement. We’re looking to incorporate as many of your ideas as possible into our ongoing website development. What’s more, we’re consulting with clients about the changes we make along the way to make sure we get it right. Watch this space, we’ll be publishing a development pipeline to the website soon! THE MOST READ FINANCIAL PUBLICATION BY RESPONDENTS WAS MONEY MARKETING WITH 64% 61% OF RESPONDENTS READ FINANCIAL ADVISER WHILST 55% OF RESPONDENTS READ NEW MODEL ADVISER. 54% OF OUR CLIENTS ARE ON LINKEDIN 27% HAVE TWITTER ACCOUNTS You reconfirmed that FILE REVIEW and DB PENSIONS were the two areas of specialist training you need the most. We’ve already entered into discussions with a number of apprentice support offerings and trainers, appropriate for new recruits. Keep an eye out for next year’s events programme. It’ll be available in December. This year we’ve hosted training in London, Manchester and Scotland to improve your advice process, record keeping and client file quality. We’ve also carried out DB to DC training workshops, aimed at those providing advice to clients in respect of their DB related benefits. These workshops are designed to help attendees understand the key areas of risk involved when providing this type of advice, as well as helping build your firms proposition and reduce risk to your firm. They’re also relevant to Pension Transfer Specialists and those responsible for the DB transfer process. Based on your feedback we’ll continue to offer this guidance in 2019 and explore the possibility of hosting both of these events at further venues, and via webinar to extend their reach. features