Major institution launches adviser remote work hub

A major institution has launched an online resource hub for advisers looking to smoothly transition their businesses to remote work in the wake of the COVID-19 crisis.

Speaking to ifa, BT head of distribution for platforms, Chris Mather, said the group had last week launched a series of online resources for advisers wanting to ensure their businesses operated productively during the remote work period.

These included a template to develop business continuity plans, advice on ensuring data security and technical analysis of the government’s stimulus packages.

“BT is well prepared and advisers can depend on us during these uncertain times,” Mr Mather said.


“During this unprecedented period, being able to still hold client conversations and deliver advice efficiently are key considerations.”

Mr Mather said BT was also supporting advisers by offering a range of tools that supported efficient work from home, including video conferencing, digital consents and providing virtual CPD.

“We recently held our first virtual professional development day, making education more accessible for regional advisers and others who normally find it difficult to attend in person,” he said.

“This is the type of support advisers will be seeing more of in the future.”

If they could execute the remote work piece effectively, Mr Mather said advisers stood to gain from the current crisis, as their clients would typically be more engaged and comfortable with investment cycles than direct investors.

“Advice clients should be better prepared to withstand extraordinary market events, compared to consumers who invest directly,” he said. 

“Financial advice is especially important during times of market volatility, as clients want to check in with advisers.”

Major institution launches adviser remote work hub
Chris Mather
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