WOW Newsletter - Issue 7.pdf




A trio of women from Practice Plan are celebrating after coming top of the ‘Ladies Large Business’ category at the Great Birmingham Run in October. Lynne Womersley, Sarah Barnard and Zoe Close were joined by their colleague Gemma Mann from Wesleyan, and battled through torrential rain to take the top spot in the category for the half-marathon. RUNNERS RULE RACE PRACTICE PLAN Not only that, but the team, collectively with other colleagues from Wesleyan who were also taking part, raised more than £1,300 for our chosen charity Partnership for Children. Lynne, Business Development Manager at Practice Plan, who ran the London Marathon in 2004, said: “It feels amazing to have won the category, I can’t believe it… although the main reason I wanted to take part was to raise money for charity and kick-start my running again.” Sarah, Regional Support Manager at Practice Plan, completed the race two weeks before tackling the Beachy Head Marathon. She said: “I love a challenge, especially when I’m part of a team. The training was tricky but it was great to take part with my colleagues.” It was the first time that Zoe, Sales Manager at Practice Plan, has completed a half-marathon. She added: “I was very nervous before the race and didn’t really know what to expect, I was pleased with my time and enjoyed the experience, and the public support was fabulous – as was coming first in the challenge. Girl power!” You can still sponsor the team by visiting: fundraising/gbr2018

We’re committed to supporting your wellbeing. That’s why we opened The Sanctuary, two comfortable rooms you can use to unwind, have an informal chat, discuss wellbeing or mental health issues or simply take some time out in Head Office. You may have seen that we’ve trained a number of Mental Health First Aiders both in the field and in other offices, who are ready to support you if you need it. Maybe you’d like to speak with one of them in The Sanctuary if you feel you need some support. The room is based on the mezzanine floor above the Security desk on the south/west wings of our Birmingham Head Office. Ask the security desk on that side for the keys. We’ve shared some photos of the space on social media and received more than 100 likes! A HOME FROM HOME


For the third year in a row, Wesleyan Bank has achieved success at Leasing World’s annual awards after winning the ‘Business Finance Champion’ category at a ceremony at London Hilton Bankside in October. Bank Director of Sales and Marketing Simon Welling was thrilled about the award. He said: “We’ve won different awards over the years but this one, in common with all the others, recognises the

hard work that teams throughout Wesleyan Bank have gone through. “But in particular it highlights the work we have been doing with the wider business community to fund all of their business needs, from short-term cash flow right through to long-term commercial mortgage finance. “We’re delighted to have won this award, especially after celebrating 25 years in business this year, and hope over the coming years to win plenty more!”

Getting university students to start thinking about their financial futures isn’t an easy task. Anyone familiar with the term ‘The Wesleyan Gap’ will know that. The Wesleyan Gap is the time between when we first meet students to talk about our financial services and the time they become established in their careers and begin to think about what they do with their money. Ironically, our Junior Advisory Board – which is made up of young professionals and students from our core segments – has told us that this is one of the most crucial times that our customers need our advice. Wesleyan may just have found the answer to this conundrum, with ‘The Next Step’ campaign. Our Student Liaison Team are hosting a number of laid back and engaging sessions at universities across the country, fronted by award-winning TV & Radio presenter Remel London. Remel has appeared on Sky’s What’s Up TV, radio station CAPITAL XTRA as well as Link Up TV. With her comedic and warm style we’re sure she’ll be a hit. The sessions are aimed at inspiring dental and medical students to become more financially aware as they move into working life. Proposition Manager Jody Wynne-Jones, who is leading the campaign, said that the fact Wesleyan is a mutual means we can take a different approach to engaging with students.

“Being a mutual means we don’t have shareholders, and can therefore put members and customers first. We’re not here to simply sell products, we want to position ourselves as a trusted adviser. “We want to build trust with young people and show them that they will be looked after at every stage of their career.” Sessions have already taken place in Warwick and Glasgow, with more planned in the new year. You can find out more on ‘The Next Step - Wesleyan’ Facebook page or


We want to recruit the best talent around, and if they come from within the Group, that’s even better! That’s why we launched our ‘New to Advice Scheme’, a fantastic opportunity for internal candidates to learn what it takes to be a Financial Consultant at Wesleyan. Ten people have been chosen to be part of the scheme, and we sat down with two of them; Harry Pym, who used to be in the Student Liaison Team, and Charlotte Rex, coming from SRC. “I decided to apply because I really want to be able to make a difference in people’s lives, and helping them look after their finances will definitely help me do that,” said Charlotte. “I’ve always wanted to be an FC,” added Harry, “but I thought it would come a lot later down

the line. This scheme is an excellent opportunity for me to progress and help give people the best advice to leading a happy life.” Charlotte explained how working in the SRC gave her a great insight into how the world of financial advice works while Harry’s time in the Student Liaison Team helped him gain the key skills needed to build relationships with customers. Both Charlotte and Harry know that one of the most important things they’ll need to do as FCs is develop those relationships, and are looking forward to getting stuck into the task. “Getting this far has been a major achievement and now we can’t wait to get started,” said Charlotte.


Good luck to everyone on the scheme!

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