IFA Direct Home Pension Appointments – UK Average Pension Size

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IFA Direct Pension Appointments

IFA Direct Home Pension Appointments: Below is our average monthly  size pension funds generated for over the past 26 months, together with numbers booked and the actual ‘sat’ rate.  Our overall average pension pot size is £47,001. We have booked 2,378 appointments during this period. Our overall ‘sat rate’ average is 58% or 6 out of 10 appointments.

The high average pension fund obtained in June 2013  attributed to a much lower count. This is when this product was launched.

From October 2015, the newly enlarged call centre will be in operation  and we anticipate volumes of booked appointments to increase by 50% to a monthly average of 200.

Month Size of Pension Fund No. Booked Appointments Sat Rate 
Jun-13 £95,075 8 50%
Jul-13 £31,333 12 60%
Aug-13 £52,738 19 80%
Sep-13 £59,583 30 62%
Oct-13 £35,068 50 58%
Nov-13 £57,176 106 63%
Dec-13 £29,843 40 52%
Jan-14 £46,355 51 64%
Feb-14 £36,655 94 56%
Mar-14 £32,943 61 38%
Apr-14 £47,282 80 53%
May-14 £51,959 82 65%
Jun-14 £55,816 91 70%
Jul-14 £41,147 90 61%
Aug-14 £58,533 78 61%
Sep-14 £45,801 138 59%
Oct-14 £40,541 147 52%
Nov-14 £44,931 151 49%
Dec-14 £42,974 80 65%
Jan-15 £42,634 115 62%
Feb-15 £48,124 139 66%
Mar-15 £45,918 166 57%
Apr-15 £36,364 153 52%
May-15 £49,492 115 53%
Jun-15 £47,661 167 49%
Jul-15 £46,087 115 60%
Average £47,001   58%
Total   2,378

Ryan Mellor, Co-founder at RMT Direct

If you are a financial advisor and you would like to work with us, please visit RMT Direct.

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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