Welcome back to On Point – hard to believe it’s September already!
Between the changes we’re making as part of our transformation strategy, and the conduct and culture / adviser licensing changes rolling out across the market, we know your inboxes are bursting and there’s information overload.
Moving forwards we’ll do our best to keep On Point – and our other comms – punchy and focused on what you really need to know.
So in this issue we’re giving you a heads up on what’s coming up over the coming weeks and months.
So we can keep accepting your new business and paying you commission under the new adviser licensing regime, we need to know what your agency structure is going to be from 15 March 2021.
To make it easy for you we’ve developed a questionnaire. We’ll be emailing these out shortly so keep an eye out for yours.
So we have time to reflect these changes in our systems please respond by 14 November 2020.
Our new online product accreditation programme, Learning HQ, is going great guns and we’ve already got over 1,000 advisers registered.
We’re taking a staggered approach to the roll out of invitations so we can manage volumes and offer help if you need it. The next lot of product modules will be released in part two. Look out for your invitation!
We want to help you get ready for the new financial advice regime so, despite the disruptions of Covid-19, we’re still delivering our training courses online. Places are limited so bookings are essential!
Once Covid-19 restrictions are eased and we’re back to delivering training in person, we’ll be running workshops on the Code of Professional Conduct for Financial Advice Providers. And in December we’re planning on running more ACC training – stay tuned for details!
We hope you’re continuing to stay safe and keeping business ticking over in these interesting times – if we can help in any way please drop your Business Manager, Business Account Manager or our Sales Support team a line.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.