Thinking About Becoming a Symponia Member?
Symponia has a simple objective, to become a recognised standard - a kite-mark - in care fees planning. We exist to promote quality advice to the elderly and their families at a time when people are facing confusing and bewildering changes.
The majority of our members don’t work exclusively within the long term care/care fees planning area, but the ability to provide a more rounded and holistic service to their clients is of great appeal.
We are sincerely committed to producing exemplary practice and providing families with the best possible advice and, as such, we have recently introduced an additional level of membership, that of an "Professional Partner"; this amended status recognises that that not all advisers will want help with their business growth, some will just want to belong to a synergistic and like-minded team, with the opportunity to receive first class training and ongoing education.
This now gives us 3 levels of membership, Full, Associate and the newer Professional Partner. Full members are provided with a geographical territory (based postcodes), which gives them the opportunity to create client introductions from various sources including the care sector, solicitors and the media.
Associate members are not allocated an individual territory, but they are able to have a full page on the “find-a-member” section of our main site, and they are entitled to a comprehensive range of benefits, which includes our unique and comprehensive "toolkit", comprising ideas for fact finds, pre-sale reports, post transaction suitability letters, seminar ideas, posters, newsletters, case-studies, presentation materials and brochures.
Professional Partners, are generally advisers, who want to be able to wear the Symponia badge, access the members intranet, download and use our comprehensive toolkit and attend our regular regional workshops and/or conferences.
Membership Benefits
All membership enjoy the following benefits:
- The ability to purchase and personalise a unique and award winning Guide to Care Fees Planning, for use with their existing clients.
- Topical Regional Press Releases.
- Monthly Professional Newsletters.
- Annual client newsletters.
- Marketing ideas and initiatives.
- Assistance with seminars.
- Representation at specific industry conferences.
- Dedicated training/development conferences held twice each year, with an education/legal presentation from a leading legal practitioner.
- The opportunity to attend our smaller business enhancing workshops.
- Regular and timely legislation updates.
- Dedicated access to a legal helpline.
- The ability to stand by and work to published Customer Charters.
- The opportunity to enhance your professionalism and stand ahead of colleagues with the Symponia dedicated Code of Practice & Conduct.
- Access to a dedicated "members only" intranet, giving members their own in-house community, featuring technical, legal and social forums and message boards, which includes one of the most comprehensive & specially designed care fees planning toolkits available.
Full & Associate Members will also be eligible for the following:
An Induction Workshop - The ability to follow our unique and proven business model
- Individual mentoring and/or coaching opportunities
- The purchase a personalised Symponia Brochure to be used to introduce you & Symponia to new clients and professional accounts (such as solicitors).
- A full page profile on the Symponia Web Site, in the "find your member" section, this feature enables all visitors to the site the ability to contact members direct.
In addition Full Members are entitled to:
- Introductions to the larger corporate care home groups, sometimes on a "preferred" basis.
- The opportunity to work with the providers of domiciliary care.
- The chance to benefit from media coverage with the objective of assisting more client families at this difficult time; working with our PR consultancy we have already featured numerous national and regional publications.
We all believe that joining Symponia will add great value to you, your practice, your existing work within care fees planning and older people in general.
Should you want to discuss the possibility of joining us in more detail please contact Jeremy on his direct number 01789 772531, his mobile 07785 757895 or email him on jeremy@symponia.co.uk.