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Intelliflo releases social media template

Sarah Davidson

March 17, 2015

Last year Intelliflo found that three in five (58%) UK advisers use social media but only a quarter (25%) have written policies that all employees must follow.

Jo Gilbey, Intelliflo’s marketing director, said: “Now that the FCA has published its guidance for social media usage, advisers must ensure they have adequate controls in place that mean they will not fall foul of the regulator.

“Putting a policy together from scratch can be a daunting task so we wanted to share a ‘starter for ten’ with advisers, to help them get on top of this as quickly as possible.”

LinkedIn (48%) is the most popular site for advisers, followed by Twitter (41%) and Facebook (32%).

Advisers commonly use social media to attract new clients (55%), while just under half (45%) said they simply want to keep up with modern forms of communication.


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