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|
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.