NAME: Michelle Hoskin

PROFESSION: Financial Services Speaker • Entrepreneur • Author

COMPANIES: Standards International – www.standardsinternational.co.uk

PUBLICATIONS: ‘Best Practice Makes Perfect! 171 inspirational ideas to help achieve a perfect practice’

CONTACT DETAILS: EMAIL: support@michellehoskin.com

TELEPHONE: +44 (0)1462 442447

TWITTER: @Michellehoskin

LINKEDIN: /standardsexpert

WEBSITE: www.michellehoskin.com

ADDRESS: 5 The Granary, Fairclough Hall, Weston, Hertfordshire, SG4 7DP, UK

ABOUT MICHELLE HOSKIN

Michelle is well known for her endless enthusiasm and energy, infectious personality and unique outlook on what

she describes as a “magical business”. With over 13 years’ experience working with the UK’s leading and most

successful practices, she is internationally recognised as the font of knowledge and leading expert in identifying

best practice standards of operation within financial services.

Through her work with The Adviser Partnership and Standards International, she delivers innovative solutions

proven to eliminate the debilitating challenges faced by financial services professionals every day. As a regular

speaker at conferences, seminars and workshops both in the UK and overseas (including the Million Dollar Round

Table Annual Meeting – Anaheim 2012) her insights and ideas never fail to stimulate and inspire others to achieve

the remarkable.

PRESENTATION OVERVIEW – Why Only Best Practice Makes Perfect!

The need to demonstrate quality and professionalism within financial services has never been greater. Amid the

current plethora of qualifications and achievements quietly sit BS 8577:2012 and ISO 22222:2005, the only British

and international professional quality standards for personal financial planning.

ISO and BS standards are more commonly known within the general business market: standards such as

ISO 9001 – the quality management standard and ISO 27001 – the information security standard may be familiar

to many. The fact is that quality standards have been around for hundreds of years, and they are here to stay.

Due to the changing landscape there has never been a better time for financial planners and their organisations to

raise their game and increase their professional standing by achieving certification to the standards that will be

instrumental in changing the face of good-quality financial advice and planning services in the UK and throughout

the world.

Financial Services is changing and there has never been a better time to create a quality centered culture built on

international and British best practice standards. To support this change, Michelle will introduce the concept and

content of The Operations Management System™ – a solution which she has created which contains numerous

operational guidelines, process maps and supporting document templates. For many advisers and planners

throughout the world, this unique solution has provided an invaluable framework, allowing them to be free from the

day-to-day workings of ‘the office’ while their team and their business deliver consistent and high levels of client

service.

IDEAS TO TAKE AWAY AND IMPLEMENT

In either a 60- or 90-minute presentation, Michelle’s ideas promise to be to the point, easy to understand and, most

importantly, easy to explain to an adviser’s or planner’s own support person and/or team. If they are to be successful

in engaging their team’s help to implement the ideas effectively and make appropriate changes, this will prove

invaluable.

All attendees will take away a valuable insight and thorough understanding of:

1. BS 8577 Framework for the provision of financial advice and planning services

2. ISO 22222 Personal financial planning – Requirements for personal financial planners

3. Why client care should be at the heart of every activity, and the benefits of certification to clients – both new and

existing

4. The benefits for firms and planners in achieving BS 8577 and ISO 22222

5. An understanding of how to achieve certification and the costs involved.

Once each of the above areas has been understood and shared with their support person and/or team, firms and

their planners will be rewarded with the following:

1. A greater appreciation of the importance of creating and embedding a ‘quality culture’ throughout the

organisation

2. The framework on which to build a solid and scalable business model – a model that’s fit for future growth and

opportunity

3. A different perspective on what it takes to run a business founded on continual improvement and best practice.