A Spring In Our Step Justine Randall March Paradigm Consulting - - PowerPoint PPT Presentation

A Spring In Our Step – Justine Randall

March Paradigm Consulting Events

Agenda

• 1. Tatton Update? Reflections a year in..
• 2. What have we been doing
• 3. What are we going to do to support you?

2 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

• 1. Time for Reflection…

3 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Introduction

4 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Does Tatton improve with Age ?

April 2018 Justine Randall joins Tatton as Sales Director “I’m thrilled to be joining the team “

5 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

It’s been quite a year…

March 2019 Justine Randall 12 months into her time as Sales Director at Tatton “It’s been quite a year…. “

• 2. What have we achieved ?

6 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Introduction

7 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Month on month asset growth – Thank You!

8 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Alignment to Defaqto, Synaptic and EValue

Helping you to do business with Tatton Now fully mapped to Dynamic Planner, Defaqto, Synaptic, EValue

9 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Quite a year..

• 1. New Portal launched and now evolving
• 2. Blended funds extended reach – OMW and gaining traction
• 3. Tatton onboarding with new platforms
• 4. New SW BDD in place – Scott White
• 5. Ethical continues to open doors
• 6. Adopted technical support team – Chris, Sam, Philippa into the sales

family

10 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Baby steps in the brave new world

First steps outside of the Paradigm family.. 300+ advisers Seminars to new audiences – Professional Adviser and Meeting of Minds

• Growing our adviser base
• Increasing brand awareness of Tatton
• Upsetting the competition with great feedback
• Confirming you are onto a good thing already ☺

• 3. What’s Next?

11 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

12 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Evolution not revolution

• Listened to your feedback – BPS, Decumulation propositions
• Portal improvements
• More growth in sales support, telephony and North / Ireland
• More events – market updates, CPD, regulatory guidance
• MIFID 2 Focus – keeping you safe..

13 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

MIFID 2 – How Tatton Can Help

• Reduce risk by outsourcing – MIFID 2 reporting, rebalancing,
• Reduced regulatory burden of compliance paperwork
• Allows you to focus on client advice and service
• Recognise Tatton as Investment Expert
• Tatton as an extension of your business

Mailmerge Process to move back book

• 1. Tatton team manage the process through to completion using proven literature
• 2. Not a piece of advice as introducing a new service to clients
• 3. Reduce risk, one and done process
• 4. Tatton support you throughout process

Client data provided by adviser firm to Tatton Fee & benefit comparison completed for each client Step 1 & 2 data merged to create ‘mail merge’ Tenet co branded covering letter created for end clients Mail pack created including envelopes for replies Mailing gets executed by Tatton

STEP ONE STEP TWO STEP THREE STEP FOUR STEP FIVE STEP SIX

Welcome letter and cost comparison

Proven process for migration of existing business

16 www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM

Thank You

• Your support is amazing
• Please keep your feedback coming
• Help me to shape Tatton into the business you want it to be
• Refer a friend/peer

Justine.Randall@tattonim.com 07393 766993