Managing Partner
Key facts:
▪ 100 years old ▪ 15 partners ▪ Over 200+ staff ▪ We are one of the largest independent firms locally ▪ Unique combination of accountants, insurance, Employee Benefits, Corporate Finance and Independent Financial Services
Scrutton Bland Group
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Business Advisory (Accountancy) Corporate Finance Corporate Services (Audit and Risk & Assurance)
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Administration
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Insurance
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Finance
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Financial Planning Employee Benefits
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HR
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▪
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IT
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Marketing Reception
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Tax
Dan
Gavin
Graham
Grant
James Bolton
Jason
Luke
Nick
Paul
James Tucker
Simon
Tim Mulley
Tim O’Connor
Sharon
Sue
Nick Banks
James Tucker
Simon Pinion
Sharon Gravener
Paul Goddard
Sue Gull
Luke Morris
Tim O’Connor
Jason Fayers
Graham Doubtfire
Gavin Birchall
Dan Bligh
Tim Mulley
Grant Buchanan
James Bolton
Nick Banks
Finance
Dan Bligh
Health & Safety
Grant Buchanan
Cross Selling, Client Care
Jason Fayers
Managing Partner
Sharon Gravener
Practice Assurance, DPB Compliance, Audit Compliance, Ethics, GDPR
Sue Gull
Staff
James Bolton
Data Protection, Compliance
Luke Morris
Community Social Responsibility
TimMulley
Senior Partner
Tim O’Connor
Deputy Training, Mentoring, Client Care
Simon Pinion
Deputy Money Laundering Reporting Officer, ICT
James Tucker
Training, Money Laundering Reporting Officer, Marketing
CHARITY & THIRD SECTOR
Sharon Gravener Tim O’Connor
AGRICULTURE
Nick Banks
FAMILY BUSINESS
Tim O’Connor
CONSTRUCTION
Sue Gull Gavin Birchall
HIGHER & FURTHER EDUCATION
Tim O’Connor
LAND & PROPERTY Gavin Birchall
LEISURE & HOSPITALITY
Nick Banks Jason Fayers
TECHNOLOGY
James Tucker
TRANSPORT & LOGISTICS
Luke Morris
PRIVATE CLIENT
Jason Fayers Faye Howard
▪ Provide exceptional service as independent providers of insurance broking, financial advice and accounting and tax services to all our clients;
▪ Build a positive environment for our team that is inclusive, compassionate and encourages individuals to fulfil their potential;
▪ Be a leading professional services group in East Anglia and be an active part of our local community and environment and to share in our successes; and
▪ To continue to grow the group by winning, retaining and regaining clients on the basis of service rather than merely cost, by continuing cross selling of services and by focussing on added value services.
Accountants
▪ Accountancy ▪ Audit ▪ Tax compliance ▪ Tax planning ▪ Corporate finance ▪ VAT
▪ Payroll ▪ Litigation support ▪ Specialist valuation ▪ Internal audit ▪ SBLive
Financial Planning
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Pensions
Retirement strategies
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Pensions on divorce
Private client
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Investments
Mortgages
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Personal financial planning
Employee Benefits
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Pensions
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Auto enrolment
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Employee benefits
▪ Audit and review of current benefits
Insurance
▪ Commercial (Business Property, Fleet, D&O) ▪ Personal lines (House, Motor, Travel)
▪ Private client (Estates, Boats, Travel, Classic Car, Antiques) ▪ Protection (Private Medical, Life Assurance, Critical Illness)
Staff Partner
Utmost Good Faith
The big debate: do we have to lose our sense of humour entirely…
Equality Act
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Answer: NO
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But sensible precautions
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If it offends: SAY SO
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Don’t be afraid to use them
▪ All available on the documents section of PeopleHR
▪ Professional environment with responsibilities not just rights
▪ Flexible people are our biggest asset
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If you need more training: ask
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Resilience and tolerance
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Awareness using the internet
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Social media protocols
Training Partner
▪ Quality ▪ Efficiency ▪ Relevance
▪ Risk
All Staff!
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Student Training Programmes
▪ Continuing Professional Development
∙ Insurance - Dev zone, webinars, underwriters, Willis Tower Watson
∙ IFA - Financial Assess, webinars, fund managers ∙ Accountancy/Tax - HAT, webinars, specialist
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Soft Skills Training
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Mentoring programme
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Appraisals
2019/20 2018/19
Budget (£k) Actual (£k)
Staff Training
44,000 49,110
HAT
7,876
7,875
Student Training
35,000
62,325
Exam Fees
9,824
9,738
_______ 96,700
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129,048
2018/19
AAT ACCA ATT
Ipswich
5
1
0
Colchester
3
0
1
Total
10
2019/20
AAT ACCA
Ipswich
3
1
Colchester
2
1
Total
7
You are not alone!
AAT
ACCA
7 students
Level 3 1 student
ACA
5 students
Level 3/4 14 students (fast-track)
Level 4 4 students
ATT
3 students
CTA
3 students
CIAL
2 students
Total 39
AAT
2 qualified
ACCA
7 qualified
ACA
1 qualified
Diploma in Financial Planning
1 qualified
Chartered Financial Planner
1 qualified
Chartered Associate of the LIBF
1 qualified
▪ Requirement for technical staff to maintain competencies for their individual role and work
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Annual training plan
Areas such as:
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Management
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Networking
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Report writing
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Presentations
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Assertiveness etc
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Technical Staff
Bi-annually
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Support Staff
Annually
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Kaplan
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HAT
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Institute courses Internal courses
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▪ Other professional trainers e.g. IT, specific disciplines
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You are our public face
▪ We need your feedback to ensure the best use of our funds
▪ Internal - to other parts of the Group
▪ External - to trusted professionals – non exclusive
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Regular meetings
HR Manager
HR Assistant
Client Care Partner clientcare@scruttonbland.co.uk
Vision statement one:
“Provide exceptional service as independent providers of insurance broking, financial advice and accounting and tax services to all our clients”
▪ We go to market focussed around our service, not price ▪ Value matters, not price ▪ Retention as important as winning clients
▪ Engaged, well trained, teams
▪ Breadth of services, sector experience and knowledge
▪ Client Care Charter
▪ Dynamics
▪ Monitoring and early warnings
▪ Accessible and approachable ▪ Professional and unbiased
▪ Transparent and fair ▪ Timely and efficient ▪ Clear and concise ▪ Honesty and trust ▪ Listen and improve ▪ Tailored and personal
Group wide Client Relationship Management system:
▪ The only group wide address book
▪ The only group wide sales pipeline
▪ The only group wide marketing database
▪ The only group wide source of business intelligence
▪ clientcare@scruttonbland.co.uk
▪ Score against the Charter
▪ Questionnaires
▪ Client calls
▪ Exit feedback
▪ Only as strong as our weakest link
▪ Think about our Charter Commitment
▪ What do you expect as a customer
▪ Most frequent dissatisfaction around delays in response
▪ So: ▪ Answer phones promptly, set voicemail messages ▪ Respond to e-mails (even if a holding e-mail) and make sure you use out of office ▪ Set clear expectations and meet/exceed them
GDPR Partner Sharon.gravener@scruttonbland.co.uk
An overview of the General Data Protection Regulation (GDPR)
▪ Makes businesses accountable for their handling of peoples’ personal information/data ▪ Consent ▪ Gives individual’s easier access to the data businesses hold about them ▪ Fines
Categories of Data
Defined by the GDPR ▪ Personal data – information about an individual from which that person can be directly or indirectly identified ▪ Special category data
Defined by SB ▪ Sensitive data ▪ Other data
Our processes
▪ All information flows are known ▪ Retention policy ▪ Use of the portal ▪ Double check everything ▪ Various policies ▪ Never put anything in writing that you would not want all to see
Breaches
▪ Report immediately – to GDPR Partner and Reporting Partner ▪ 72 hours to report ICO (if required to) ▪ Retract asap if possible ▪ If in any doubt, report/discuss
Questions
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