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Count on us
With your help and support, we’ve changed a lot in the last 12 months.
And during that time, your feedback has been invaluable to us. Through surveys, research sessions, polls and online feedback you told us about the need for:
Developing you and your business
With professionalism becoming so important in the industry, so too has the need to:
- Gain qualifications and keep up-to-date with technical developments
- Implement robust and broad-based business development plans
We have a number of ways to help you stay on top of both
Qualifications and technical knowledge
Professional development for advisers
89% of members surveyed would recommend our Financial Adviser Academy to others.
Events for advisers
We’ve delivered face-to-face revision workshops & virtual classroom sessions to more than 4,000 advisers.
Downloads & templates for advisers
Our Adviser Briefings (PDF 1,194KB) summarise the latest FSA announcements and reports, highlighting the key developments and what they will mean to you.
Our RDR barometer is used in feedback to the FSA – providing a voice for adviser firms both large and small.
Business development
Business building for advisers
With more than £14 million of cover already issued via advisers, we’re offering New Parent Free Life Cover (PDF 81KB) – which is proving a powerful tool to start relationships with new clients.
Our Future Adviser Programme, now in place at seven universities, promotes the industry by offering internships to students with cash awards for the top performers.
Our Annuity Team is helping advisers make the most of small pension pots - you could save valuable time and still generate income from the referral.
Insight for advisers
Our latest Real Retirement Report (PDF 1,456KB) gives you the lowdown on what's happening in this rapidly growing market.
Tell us what you think
If you have a question or want to suggest how we can serve you better, please let us know.
