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Q4 2005 Targets -PBMs, PBCs & PBIFAs
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Date: 23rd Sep 2005
In what the Bank has described as a ‘sea change’ in the level of support received from Retail, concrete plans are currently under way to introduce 2,300 Premier Banking Clients to Wealth in Q4. The Bank has said it hopes this will lead to 1,500 first appointments and 500 conversions.
This level of directive commitment from Retail, which LTU has long argued was necessary, coupled with the other measures the Bank says it is to introduce on sales process and administration provides the best opportunity for some considerable time to secure new business and should make real inroads into targets. As a result there will be no changes to targets for Q4.
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