As you would expect from our pedigree, we have an excellent reputation for quality service.

This means that you can run your business, knowing that you have a financially stable, support service to free you to do what you do best.

Our compliance procedures are based on enabling you to give quality advice. And our Training & Competence scheme is designed to allow you maximum flexibility yet with hands-on support and guidance.

Member firms build up excellent working relationships with their local Adviser Development Consultant (ADC), who understands their businesses and applies a light touch approach to support and guidance.

The ADCs provide your advisers with two to four face-to-face meetings each year. The aim is to help you run your business efficiently and with maximum opportunity.

We support the permissions of Investment, Mortgage, Pure Protection and General Insurance advice. And it’s up to you whether you want to operate as an Independent Adviser or whole of market. It’s your choice.

Our team of experts is available by direct dial to answer any queries you have and to provide you with up to date information and support.

You have access to a bespoke website for instant access to information and guidance.

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As part of Honister Capital, investment and pension providers are keen to provide high levels of support to our clients. This, amongst other things, translates into
• Training and development,
• Sponsorship of our National Conference,
• Contributions to our in-house magazine ‘Choices’
• Customer Service
• Best possible commissions and
• Massively discounted back office and software systems

You are able to advise on all types of packaged investments, provided you have the relevant qualifications and experience. If you do not have the qualifications, you can refer the case to our own IFA under an introducer arrangement or for expert sign-off. Additional support is available for specialist subjects.

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The Honister Capital Mortgage Service, available to all Burns-Anderson members provides access to a Whole of Market solution via its direct to lender relationships, supported by L&G mortgage club. For non-conforming mortgage support, Beacon Mortgage Packaging is aligned with the group to provide a robust packaging service to members.

With over £5.0bn worth of combined lending within Honister Capital group, Burns-Anderson members enjoy access to many exclusive and semi-exclusive products, as well as some of the most competitive procuration fees in the market.

To complement the proposition, Honister Capital Mortgage Service also provides members with access to Secured Lending, Bridging Finance, Commercial Mortgages and specialist finance, as well as Overseas Mortgages, Conveyancing and HIPs.

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Through our aligned GI partners, members can obtain online quotes for Household Buildings and Contents and MPPI/Accident, Sickness & Unemployment policies at market leading rates, and commissions. For non-standard risks and other classes of business, there is access to offline agencies.

Our GI proposition is led by Uinsure and supported through other aligned partners, including Berkeley Alexander, Paymentshield, Source, Select & Protect and Abbey.

A referral service supports the entire GI proposition for members who do not wish to advise in any particular area of business.

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Burns-Anderson has set up its in-house IFA with members at the forefront of our service. It provides a straightforward solution to member firms that do not have the expertise to deal with specialist Advisers, but who wish to retain their clients and generate valuable additional income.

In brief, we offer:

Full advice and recommendations for all complex business including

• Pension Transfers—including Final Salary, Money Purchase and Section 32
• Pension Fund Withdrawals (Income Drawdown)
• Annuity Recommendations
• Equity Release

A ‘sign-off’ service for non-accredited advisers submitting proposed pension transfers

Importantly for you, we apply a ‘no cross-selling’ guarantee.

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As a quality adviser you want a level of supervision that recognises your expertise and professionalism. We believe in giving you the right focus to you and the needs of your business. This means you can do the right things as well as doing things right.

As you would expect, our T&C scheme is designed to provide the maximum flexibility for you to run your business, and robust enough to ensure that it supports your approach to Treating Customers Fairly. We pride ourselves on our ‘quality’ reputation and this applies equally to our members. Protecting that reputation also protects you.

With the launch of our training proposition, we offer you support in obtaining all the qualifications you need to meet the standards required of your business. Your adviser development consultant provides guidance and encouragement to help you achieve the best possible outcomes.

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Management is ensuring you do things right. Leadership is doing the right things. Business consultancy is the catalyst that helps you move from management to leadership even, or perhaps especially, if you are a one-man band.

We all know that it is too easy to get wrapped up in paperwork and the day-to-day reactive events that keep the business together. However, many of our clients want to move the business forward and need someone to show them a better way. Your adviser development consultant will provide guidance and a business development team is available to give hands on support.

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The expertise and reputation of our complaints handling team is second to none. We have an excellent relationship with the Financial Ombudsman Service. This results from a firm but fair approach to complainants and a strict policy when dealing with ‘ambulance-chasers’.

In our experience, the small percentages of complaints that are upheld are not so much due to bad advice, but poor record keeping. Despite FSA requirements that allow time limits to keeping records, we keep them indefinitely. That way, there should be no doubt about facts or the dependency on unreliable memory.

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Personal Development

Annual Conference

Held at a prestigious venue and location, our annual conference is an opportunity to hear the latest developments from providers, suppliers, industry experts and Honister Capital via:

1. Platform presentations
2. Seminars
3. One-to-one meetings
4. Speed presentations
5. Exhibitions

It is also a great opportunity to network and enjoy the company of like-minded professionals in a relaxed, enjoyable atmosphere.

Regional meetings

Regional Meetings serve three key objectives:

1. Mixing and sharing ideas with fellow members
2. Meeting Burns-Anderson senior managers for two-way dialogue and
3. Enjoying provider-led development sessions.

Each of the regions has a chairperson elected from the membership. His/her role is to act as host to the meeting and chair the members’ forum. This way, you can be sure that your ideas and views are heard and acted upon.

Practice Principal Meetings

A Practice Principal Meeting is an open forum for invited principals to discuss business ideas. They are held regionally for the top firms to share experiences and issues to resolve by mutual support.

Specialist Forums

These are held regularly for specialists in particular subjects, such as mortgages, pensions, investments and general insurance, to learn about the latest initiatives and to network with colleagues throughout the Honister Capitall adviser companies.

Honister Capital TV

You have access to video presentations on a full range of investments and market conditions, with in-built CPD record.

Annuity Portal

To refer annuity cases that otherwise do not form the normal part of your business, for enhanced service and introducer commissions. The software used is revolutionary, and the report that your client receives always uses the relevant rates applying to the client’s fund size and age and explains all the annuity options including escalation, spouse’s benefits, tax free cash, guarantees and payment periods. Annuity Portal also liaise with the client’s current providers to make sure they can beat their rate and take care of the discharge forms and all conveyancing.

Annuity Portal is a whole of market company but realises that there will be some small funds out there that some market leaders won’t be able to quote on. It has special deals for this kind of case so whatever fund size you discover they will be able to deal with it.

Practice Buy-Out

As a member of Burns-Anderson you will benefit from two schemes on offer. Both schemes provide transparent criteria for determining the value of your business so that you know at any time what your business could be worth.

Honister Capital's practice buy-out scheme places a value on your business by the amount of renewal and trail commissions received, the quality of the client records, compliance and complaints history, and use of bespoke back office and platforms systems. Honister Capital’s scheme offers a market-leading practice buy-out option that gives you real value and flexibility.

The Burns-Anderson scheme values your business using similar criteria. The main differences are that we offer a fixed term annuity, based on a percentage of the annual recurring income, and your clients are passed on to our in-house IFA. For many of our members it is a way of guaranteeing that their clients are cared for after their retirement with the continuation of the Burns-Anderson brand. Your clients are your business and you should benefit from passing on that business. As a result, we see the value of the recurring income, and hence your income, rising during the term of the annuity.

And helping you …

• Segment your client base and adopt appropriate service levels
• Determine a fee charging structure that fits your business
• Make the most of technology
• Grow your business
• Develop the way you want to do business
• Develop your own website through a partnership arrangement
• Deliver updates to your clients through regular newsletters
• Produce sales aids on popular topics

 

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At Burns-Anderson we believe that professional support adds significant value to advisers and businesses. This value can be fully realised for you when working in partnership. We are here to help you. The more we understand you, what you want and what you believe, the better we can support you.

We are experts at working in a regulated environment and with a growing compensation culture. As your business partner we focus on ways that help you run your business efficiently, profitably and with the minimum risk. By being part of Burns-Anderson you assure yourself that we will

• Act on your behalf and with your interests fully at the forefront.
• Provide compliance services that minimise your risk.
• Provide on site business support.
• Negotiate the best possible terms from product providers and lenders.
• Negotiate the best possible terms from software providers for product research, portals and back-office records.
• Continuously research and offer contracted services that support your business.
• Provide plain English updates with regulatory matters that affect your business.
• Make commissions and fee payments within seven working days of receipt.
• Pre-approve relevant business within five working days.
• Assist you in recruiting financial advisers.
• Provide introductory services enabling you to maximise business opportunities.
• Maintain excellent relationships with the regulators.

During your partnership with Burns-Anderson we will:

• Ensure that the transition into membership is seamless, enabling you to write business continuously.
• Meet with you at your office at least twice a year to support you in your business.
• Offer a business consultancy service to help you develop your business, your way.
• Provide unlimited telephone and e-mail access to all staff.
• Invite you to three regional meetings each year for continuous professional development and opportunities to network with like-minded professionals.
• Invite you to a National Conference to be held each year at a prestigious venue.
• Guarantee that we will use our expertise, knowledge and support to keep business risk to you to an absolute minimum.

The way you run your business is very much your concern and it is our desire only to enhance this.

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