The benefits to your members...
The benefit for your members is that they are in the hands of one of the UK’s largest financial service companies who is able to search and offer products from the entire marketplace that meet individual circumstances.
SFS’s advice carries no upfront cost and if a member does purchase a product then SFS will normally receive initial commission on the sale from the product provider. You will receive a share of this.
There are no set up or maintenance costs for your organisation and all the marketing and promotion of the service will be dual branded and carried out by SFS.
Examples of this include:
- Your members will have access to fully qualified SFS Financial Advisers who are able to listen to their individual needs and tailor advice to their circumstances.
- A dual branded website can be designed and hosted by SFS specifically for your members.
- Bespoke Reader Guides, Factsheets and Leaflets on the services SFS offers will be written by in-house experts and printed by SFS.
- Direct mailing to members to promote the service and generate leads will be designed, printed and posted on your behalf by SFS.
- A dedicated Helpline is provided by SFS for members to either discuss their needs or arrange an appointment wht an SFS Financial Adviser.
- SFS will host Presentations and Exhibition to members - either at local or national seminars, conferences, and head office meetings to discuss the Service or specific topics relevant to financial planning.
- A Seminar Programme is available throughout the UK to help educate members about the importance of financial planning and to put them in contact with a local SFS Financial Adviser.
- Editorial and adverts for your magazines/publications will be written by SFS on your behalf if required.
- E-Newsletters can also be designed and issued by SFS in-house at no charge to your organisation.
To view an example of the services SFS can offer to your membership organisation or association take a look at the National Association of Head Teachers case study opposite.