New Adviser Training Joining Instructions

New Adviser Induction Training

The Towry Masters ProgrammeTM

The Towry Masters ProgrammeTM Introduction

The New Adviser Training course aims
to ensure attendees have a clear
understanding of all aspects involved
in delivering the Towry proposition and
are able to demonstrate these skills to
the level required for Professional
Standards Framework (PSF) Part 1
Adviser sign off.

The course itself forms one part of a
New Adviser's induction programme
(phase 2) which includes additional
self led study, Towry's core induction
(phase 1) and testing (phase 3).

2

Phase 1 Phase 2 Phase 3

Work with your Manager and Attend a week residential Work with your local support
Buddy: workshop in our Head Office: team:
• meet fellow new advisers; build • shadow colleagues and uncover
Subhead• complete Towry’s Core Induction
to get to know our company your network and share your best practice
• build relationships with your local experiences and learning • discover more detail and expand
• participate in a blended learning
team to understand their roles in programme and take your your knowledge of the
supporting you and the client knowledge and skills to the next proposition
• get to know the way we work to level under the guidance of L&D • complete your knowledge
deliver our best advice for clients Specialists assessments
• spend time reading, studying and • comprehend the technical • operate the systems and the
completing e-learning that aspects and client benefits of the processes that help deliver
expands your knowledge on our proposition fantastic clients outcomes
proposition and planning • engage with the client journey • apply your own style and become
standards and demonstrate your client confident in articulating the
• embark on your Role-Specific facing skills proposition
Induction programme • prepare to see your first client!

“A very “A lot of information. “Really good “I found the course “A
supportive, But with the help of trainers, very and training very fantastic
the trainers in dipping friendly and effective and the induction,
open and welcoming” Learning and thank you”
friendly learning in and out where Development team
necessary to make were fantastic with
environment” sure each element their delivery and
was understood, it also feedback”
was manageable”

New Adviser Induction Training

The Towry Masters ProgrammeTM

New Adviser Induction Programme Overview

Self Led Proposition Manual Minimum Requirements: Read Proposition
Selected Planning Standards Manual & Sign PSF letter ahead of phase 2 - To
Phase 1 be sent out by L&D on confirmation of start date
Core Induction by HR.
L&D Led Core Documentation - CCID, T&Cs, Marketing,
Relevant phase 1 material to be listed in Evolve
Phase 2 FMQ programme - added by L&D on new entrant start
Towry Animates (Our approach/ Inv. Solutions) date.
Self Led Estimated maximum completion time 5 days.
PSF Letter
New entrants not attending the L&D led course
* Introduction to Towry will be required to cover phase 2 topic areas as
Acquire / Discover / Engage part of a self led plan.

Assessment 1 Managers will be required to assist in this and
Analyse / Present / allocate appropriate SMEs. Details will be
Implement / Review provided by way of an Evolve programme to track
progress and ensure coverage of all topic areas.
Assessment 2
Testing & validation will be applied on Evolve by
L&D.

Phase 3 Systems Managers will need to arrange invigilation for the
Review Phases 1 & 2 with Manager technical knowledge assessment. Case studies
Knowledge Assessment – including Investment and instructions will be sent to the invigilator by
L&D upon request.
Solutions
PSF Test Managers will be contacted by the PSF team to
discuss new entrants’ ongoing training needs
Coaching & Re-Assessment identified from the course assessments.

* Phase 1 may not be fully completed on commencing phase 2, depending on Adviser start date in relation to the course dates. However, the
proposition manual should be completed as a minimum requirement before progressing.

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New Adviser Induction Joining Instructions

We are pleased to confirm the details for your attendance on the New Adviser
Induction course. The course is compulsory and is part of your overall induction
programme. Below you will find all the information you need ahead of attending.
Dates:
Monday 19 September – Friday 23 September
Start Time: 11.00am* (Monday 19 September)
Location: Towry House | Western Road | Bracknell | RG12 1TL
Tel: 01344 828 000

*All other days will start at 8.30am. You will be expected to complete evening work
throughout the course. If you have any evening commitments booked please
contact [email protected] to agree any workarounds.

The Towry Masters ProgrammeTM 5

New Adviser Induction Joining Instructions

Aim
The New Adviser Induction course aims to ensure attendees have a clear understanding of all
aspects involved in delivering the Towry proposition and are able to demonstrate these skills to
the level required for Professional Standards Framework (PSF) Part 1 Adviser sign off.
Objectives
The objectives of the induction are to ensure everyone is able to:-
Positioning all elements of the Towry proposition with clients
 Describing the Towry pricing philosophy
 Describing Towry’s approach to risk profiling
 Demonstrating the ability to discuss Towry with clients
 Demonstrating the positioning of cash flow planning
 Displaying an understanding of the advice process

The Towry Masters ProgrammeTM 6

New Adviser Induction Joining Instructions

Travel & Accommodation
You will need to arrange your own travel to the venue and any potential overnight
accommodation. We recommend the Grange Hotel or the Hilton which are both located close to
the Bracknell office. Your Manager will be able to assist you with this.

Public transport and hotel accommodation can be booked through our travel management
company TMG Travel (01494 415 878) by quoting your department’s cost code. Please obtain
the cost code from your Manager before booking.
If you are travelling by car, expenses must be claimed back through your personal expense
form.
For further information on Towry’s travel policy, please refer to the Towry Policies and
Procedures guide or speak to your manager.

The Towry Masters ProgrammeTM 7

New Adviser Induction Joining Instructions

Laptop

Please bring your Towry laptop with you to the course as it will be required in order to complete
the evening work. If the course start date coincides with your first day at Towry, your laptop
will be presented to you on the first day.

Lunch

Lunch will not be provided; however, facilities are available in the Towry restaurant in Bracknell.

Dress

Business attire at all times please.

Parking

In Bracknell, there is free parking in the car park located behind the office. If there are no
spaces in the car park, double-parking is permitted. However, please do leave a note on your
windscreen stating which course you are attending in order for people to contact you if they
need to get out. Please do not use the “Visitors” spaces as these are for clients only.

The Towry Masters ProgrammeTM 8

Where to find us?

Click the link below for a larger map!

Bracknell Office Map

The Towry Masters ProgrammeTM

If you need any further information, or have any questions or queries please
do not hesitate to contact [email protected]

The Towry Masters ProgrammeTM

FINANCIAL PLANNING. WEALTH ADVICE. INVESTMENT MANAGEMENT. 11
The Towry Masters ProgrammeTM