• March 29, 2024
 SWW Working with Skipton Building Society

SWW Working with Skipton Building Society

At The Society of Will Writers we have spent years developing business relationships to help our members benefit in a way that they wouldn’t as part of any other organisation. Many of these relationships provide a direct benefit to the consumer by giving them access to a range of products and services without ever having to look beyond their Society member. In turn, these relationships also provide benefits to the member and their business, whether it be financially or even just the peace of mind that they have provided as complete a service as possible.

The latest addition is Skipton Building Society, specifically their Financial Planning and Advice team who we are now working with to help bring financial advice to more people. Our relationship with Skipton spans over a decade now, having previously provided training to some of their branches, and we have thoroughly enjoyed working together during this time. That is why we are so excited about now being able to extend this relationship to our members and their clients by enabling our members to sign up with Skipton as an introducer for financial services such as investment and pension reviews.

Signing up to be an introducer for Skipton comes with no cost, no exclusivity, and no minimum expectations of referrals. We know that members already have existing relationships or are financial advisors themselves, which is why we have spent months tailoring this offering in an attempt to ensure there are no toes being stepped on. The offer is available to all members of the Society and in an industry moving ever-more online, signing up with a well respected and established firm such as Skipton with their award winning Skipton Link video appointment technology allows you to cater for clients across the country, receiving a one off introducer fee for investment and pension recommendations that your client agrees to.

Skipton are currently delivering short presentations to the SWW Regional Groups which are currently being held via video conferencing software such as Teams and Zoom. Members should keep an eye on their inbox for the SWW Weekly Newsletter as well as direct communications from their Regional Chairperson for dates and times to attend. We can also arrange a one-to-one session with Skipton for yourself or your company if you would prefer.

Alternatively, if you’d like some more information or want to get started right away, you only need to log into our members area or get in touch with the team at head office and we’ll be more than happy to help.

 

This article was submitted to be published by The Society of Willwriters as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

The Society of Will Writers

https://www.willwriters.com/

The Society of Will Writers (SWW) is a non-profit making self-regulatory organisation that seeks to protect the public and serve the interests of those who are active professionals in the Will Writing and Estate Planning field, as well as the upkeep of advancement, education, and ethical standards within the profession. Founded in 1994, the SWW has grown to a membership of over 1700 estate planning professionals across the UK, Europe and further afield in places such as Asia and Africa, each championing our standards and enabling the public access to high-quality Will Writing and Estate Planning services.

The main goals of the SWW are:

  • To promote to the public at large the real need and sense in having a valid will.
  • To act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and ongoing training.
The SWW is proud to be one of the frontrunning organisations where steering the profession is concerned, regularly meeting with other regulators and industry stakeholders to ensure that our members voices are heard, and needs are matched. Being a member of the SWW also grants access to exclusive benefits such as unlimited technical support when you’re in need of help, bespoke PII cover available only to SWW members, a web listing through the Find a Member section on our website, and discounts on both our and selected partner’s products and services. SWW Members also have access to regional groups, ongoing training, and an annual conference, all designed to enhance their knowledge and create excellent networking opportunities.

The designatory letters of the SWW’s membership grades:

  • SWW (Affiliate)
  • MSWW (Full)
  • ASWW (Associate)
  • FSWW (Fellow)
  • SWW (Companion)
  • SWW (Honorary)
Each membership grade denotes its holders experience and is an assurance to the public that the Will Writer or Estate Planner that they are engaging with is trained, insured and SWW code compliant. We always encourage members of the public to ask their Will Writer if they are a Member of the SWW, and any Member would be happy to present their membership ID card as proof. The public can also rely on checking any Member’s credentials by contacting SWW head office.

Meet Sam Smith – Head of Membership

Sam manages the membership team here at the SWW. He is responsible largely for Member recruitment and handling enquiries from Members. As well as liaising with Society partners and third parties, he also looks after our 20 regional chairs. Sam is always on hand at SWW events to meet and greet. In Sam’s downtime, he enjoys going to the gym, restoring his camper van, and playing golf. Sam is the point of contact between the SWW and Todays Wills & Probate. If you have any enquiries, you can contact Sam by emailing him at sam.s@willwriters.com or calling the office on 01522 687 888 and he would be more than happy to assist.