David Smith

Recent Posts by David Smith:

by David Smith, on May 22, 2023 4:50:46 PM

Hello all - as we race through 2023 there’s a lot to update you on; including some regulatory changes, due diligence checking, a brand new agency and details of the …

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Topics:Dave's monthly digest

by David Smith, on Feb 1, 2023 5:15:10 PM

Hello all, I hope you had a lovely Christmas and New Year and are feeling refreshed and ready for 2023. Lots going on this quarter with ISA season just around …

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by David Smith, on Dec 1, 2022 11:23:59 AM

A focus on savings and mortgages this month, with both of our key areas performing well. There's also details on some tweaks to the Training and Competency scheme. Savings Novembers …

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by David Smith, on Oct 12, 2022 3:09:50 PM

After a brief break we're back with a focus on savings – and an overview of what we've done to help us deliver on one of our Strategic Priorities – …

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Topics:Dave's monthly digest

by David Smith, on Jul 29, 2022 12:06:36 PM

Network Updates In a further step to align branches and agencies, we have recently written to your teams asking them to start using Head Office Functionality (HOF) when sending letters …

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by David Smith, on Jun 29, 2022 12:35:57 PM

Savings It’s been a great first 6 months A great savings performance with net flows recently exceeding £2bn - the agency network has contributed over £240m of this. Average growth …

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by David Smith, on May 24, 2022 11:07:23 AM

Market Update Savings The Saving Market net flows graph below shows the contrast between the challenging market in 2022 (green line) to previous years. The cost of living continues to …

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by David Smith, on Mar 29, 2022 4:39:30 PM

Welcome to the first digest of 2021. As we’ve had a short break from the monthly digests there’s a lot to update you on – including what’s happening in the …

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by David Smith, on Dec 16, 2021 5:40:31 PM

Hello all, a slight change in format for the digest this month, as we head towards the end of the year and the festive period. It includes a 2021 commercial …

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by David Smith, on Nov 26, 2021 1:15:29 PM

Good afternoon and welcome to November’s digest. I hope all is well. This month’s edition covers the usual topics of savings, mortgages, network updates and community. And as November hosts …

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