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

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

Does Tatton improve with Age ? April 2018 Justine Randall joins Tatton as Sales Director “I’m thrilled to be joining the team “ www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM 4

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

Introduction 2. What have we achieved ? www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM 6

Month on month asset growth – Thank You! www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM 7

Alignment to Defaqto, Synaptic and EValue Helping you to do business with Tatton Now fully mapped to Dynamic Planner, Defaqto, Synaptic, EValue www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM 8

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

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

3. What’s Next? www.tattoninvestments.com | Tel: 02071902959 | 125 Old Broad Street, London, EC2N 1AR | @TattonIM 11

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

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

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

Proven process for migration of existing business Welcome letter and cost comparison

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