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Brooks MacDonald International FEA
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Created on July 5, 2024
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Transcript
41
Brooks
Ensuring suitability periodic review was a key take away from the FCA review. Below is an indication of how many portfolios you create vs the average adviser.
Pension switching assessment
Average adviser
100%
12
Suitability assessment
Advisers service 115 clients per year = 10 reviews per month (30 per quarter). 20 new client a year = 1.6 new review per month (5 per quarter)
Average of 16 portfolios created per month per user on FEA. 47 per quarter
Poor
Good
0%
47 RIY per quarter (16 per month). Shall we say 40 is Good? Average adviser does 25 RIY per quarter Succession does 1.25
+200 scans generated
of portfolios had a scan generated
100%
charts per month per user
+280 charts generated
Brooks MacDonald International H1 2024 Dashboard
24
+500 charts generated in FE Analytics
0h
saved by importing portfolios
no back-office integration set up
Key Analytics stats (4 active users)
Providing justifiable returns and charges was a key take away from the FCA review. Below is an indication your RIY usage.
Akos Dietrich
Investment Director