Diary of a wannabe adviser: Week three

Lewis Benson is a member of the Aviva Future Adviser Academy. Each week, he shares with Professional Adviser his experiences as he takes his first tentative steps into the world of financial advice…

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Lewis Benson is a member of the Aviva Future Adviser Academy. Each week, he shares with Professional Adviser his experiences as he takes his first tentative steps into the world of financial advice…

This week I have spent three days at Aviva’s Croydon office, getting an insight into how the company splits its staff. First, I was introduced to the regional IFA sales team and their support staff, then I spent two days with Aviva’s consultants out of the office. So far I’ve been given lots of information from some very knowledgeable people with discussions ranging from pensions reform to the uses of wraps.  But it was great to meet some actual IFAs and see how the theory translated to the reality. One of the main topics this week has been NEST and auto-enrolment. For us to gain a...

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