



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% |