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|