IFA Direct Home Financial Advisor Appointments – UK Average Fund Size

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IFA Direct Home Financial Advisor Appointments: Below is our average monthly  size pension funds generated over the past 15 months, together with numbers booked and the actual ‘sat’ rate. Our overall average pension pot size is £45,022. (a slight slight drop from £47,001 between 2013 and 2015) We have booked 2007 appointments during this period.  Our overall ‘sat rate’ average is 58% or 6 out of 10 appointments.

In October 2015, we enlarged our call centre operations and the volumes of booked appointments since then have  increased by 47%.

Month Size of Pension Fund No. of Booked Appointments Sat Rate
Aug-15 £51,775 143 52%
Sep-15 £48,034 135 44%
Oct-15 £38,907 126 56%
Nov-15 £45,204 117 59%
Dec-15 £39,321 79 53%
Jan-16 £37,131 167 65%
Feb-16 £41,431 152 61%
Mar-16 £49,368 126 57%
Apr-16 £41,976 135 64%
May-16 £45,906 127 63%
Jun-16 £50,842 144 66%
Jul-16 £56,848 127 65%
Aug-16 £45,962 107 63%
Sep-16 £39,903 179 54%
Oct-16 £42,716 143 55%
Total  £45,022 58%
Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home, RegulatedAdvice.co.uk and Local Professional Direct.

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