Skipton Financial Services

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http://www.skiptonfs.co.uk

Officially a Very Good
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SKIPTON FINANCIAL SERVICES advises more than 91,000 clients nationally. Working across 120 locations in England, Scotland and Northern Ireland, it invests more than £4.4bn on behalf of its customers. Founded in 1988, it is owned by Skipton Building Society, from whose branches many SFS staff operate; others are in home-based roles. Its 348-strong workforce is united not only in helping clients make the most of their money, but also in raising money for charity alongside their day jobs. Skipton Financial Services ranks fourth overall in our Giving Something Back factor, and it is no coincidence its second-highest ranking factor is Leadership. When Andrew Barker, the managing director, who joined the company as technical manager more than 22 years ago, took the helm in 2011 he spearheaded a charity-of-the-year initiative intended to make a lasting difference beyond donating money to good causes in the communities where SFS is based. The first of these was Carers' Resource, which supports local carers as young as five years old, funded entirely by cash raised by the SFS workforce. Staff still volunteer for this organisation even though the fundraising focus has moved on. Employees got fit last year in aid of two beneficiaries, Independent Domestic Abuse Services (Idas) and Skipton Extended Learning for All (Selfa), via a 10-week spinning and body-pump programme paid for by the company and undertaken during work time. After training, they took part in a range of tough physical challenges, including a 26-mile walk/run, the Yorkshire Three Peaks and Skipton's own head-office cycling challenge — which covered twice the distance of the UK leg of the Tour de France. Their efforts raised £42,000 for Idas and Selfa. Profit is not the only thing driving SFS, say employees, giving the company a positive score of 96% for its encouragement of charitable activities and for how much it puts back into the local community (80%). Barker, who eschewed the office that came with his promotion to managing director in favour of sitting alongside his colleagues, is not afraid to appear in fancy dress, walk over hot coals or have questions thrown at him on pieces of scrunched-up paper in the course of his job. He runs the business on sound morals, say employees (88%, ranking fourth), attends every financial planning manager roadshow, holds quarterly business update briefings at head office and issues a monthly email of his personal thoughts. The managing director has a plan people believe in (83%, a top-10 score). www.skiptonfs.co.uk

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Featured Workplace Factors

Giving Something Back

100% of staff agreed

My organisation encourages charitable activities

Financial Planning Manager and Head Office working groups are groups that represent views of all regional teams and Head Office teams to act as a sounding board and help implement new initiatives. These groups have been responsible for the implementation of many new activities to make working life better at SFS. Every quarter briefings are run for Head Office staff by senior management to give an update to all staff on what is going on within the business. It demonstrates the values in which the business is run on and keeps everyone informed of how the business is performing and what its key priorities are.

Leadership

96% of staff agreed

This organisation is run on strong values / principles

Andrew Barker joined SFS over 22 years ago as their Technical Manager and has subsequently worked his way up to become Managing Director in 2011. Due to his experience of working in SFS, Andrew has extensive knowledge of the whole business and a deep understanding of the challenges faced by staff in each area. With this in mind, he maintains open engagement with his staff at all levels and has launched many innovative staff engagement initiatives such as License to Grill where staff can ‘grill' him in team meetings and License to Chuck. Andrew is committed to attend every Financial Planning Manager Roadshow nationwide and is a guest at department team meetings once a year. He also holds quarterly business update briefings to all HO staff and issues a monthly update email with his personal thoughts. Upon his appointment to MD, he abolished the MD's private office and remains seated with his colleagues. Andrew asked for this room to be used for study purposes to help staff who want to gain further qualifications to enhance their career. Andrew is well liked by many staff due to his ability to engage with people on all levels. Whilst he is already well respected for his knowledge of the business, he is well known for encouraging a ‘fun element' to working for SFS by organising many staff events and competitions and with his references to popular culture, which he often demonstrates in his presentations to staff. At previous conferences, Andrew has taken part in a comedy video and the outtakes often sees him at the end of a joke, and for this, amongst many other things he does, he is respected by staff for not taking himself too seriously and they see him as very approachable.

My Manager

91% of staff agreed

I feel that my manager talks openly and honestly with me

Andrew Barker joined SFS over 22 years ago as their Technical Manager and has subsequently worked his way up to become Managing Director in 2011. Due to his experience of working in SFS, Andrew has extensive knowledge of the whole business and a deep understanding of the challenges faced by staff in each area. With this in mind, he maintains open engagement with his staff at all levels and has launched many innovative staff engagement initiatives such as License to Grill where staff can ‘grill' him in team meetings and License to Chuck. Andrew is committed to attend every Financial Planning Manager Roadshow nationwide and is a guest at department team meetings once a year. He also holds quarterly business update briefings to all HO staff and issues a monthly update email with his personal thoughts. Upon his appointment to MD, he abolished the MD's private office and remains seated with his colleagues. Andrew asked for this room to be used for study purposes to help staff who want to gain further qualifications to enhance their career. Andrew is well liked by many staff due to his ability to engage with people on all levels. Whilst he is already well respected for his knowledge of the business, he is well known for encouraging a ‘fun element' to working for SFS by organising many staff events and competitions and with his references to popular culture, which he often demonstrates in his presentations to staff. At previous conferences, Andrew has taken part in a comedy video and the outtakes often sees him at the end of a joke, and for this, amongst many other things he does, he is respected by staff for not taking himself too seriously and they see him as very approachable.

Giving Something Back
%

100% of staff agreed

My organisation encourages charitable activities

Financial Planning Manager and Head Office working groups are groups that represent views of all regional teams and Head Office teams to act as a sounding board and help implement new initiatives. These groups have been responsible for the implementation of many new activities to make working life better at SFS. Every quarter briefings are run for Head Office staff by senior management to give an update to all staff on what is going on within the business. It demonstrates the values in which the business is run on and keeps everyone informed of how the business is performing and what its key priorities are.

Leadership
%

96% of staff agreed

This organisation is run on strong values / principles

Andrew Barker joined SFS over 22 years ago as their Technical Manager and has subsequently worked his way up to become Managing Director in 2011. Due to his experience of working in SFS, Andrew has extensive knowledge of the whole business and a deep understanding of the challenges faced by staff in each area. With this in mind, he maintains open engagement with his staff at all levels and has launched many innovative staff engagement initiatives such as License to Grill where staff can ‘grill' him in team meetings and License to Chuck. Andrew is committed to attend every Financial Planning Manager Roadshow nationwide and is a guest at department team meetings once a year. He also holds quarterly business update briefings to all HO staff and issues a monthly update email with his personal thoughts. Upon his appointment to MD, he abolished the MD's private office and remains seated with his colleagues. Andrew asked for this room to be used for study purposes to help staff who want to gain further qualifications to enhance their career. Andrew is well liked by many staff due to his ability to engage with people on all levels. Whilst he is already well respected for his knowledge of the business, he is well known for encouraging a ‘fun element' to working for SFS by organising many staff events and competitions and with his references to popular culture, which he often demonstrates in his presentations to staff. At previous conferences, Andrew has taken part in a comedy video and the outtakes often sees him at the end of a joke, and for this, amongst many other things he does, he is respected by staff for not taking himself too seriously and they see him as very approachable.

Giving Something Back
%

100% of staff agreed

My organisation encourages charitable activities

Financial Planning Manager and Head Office working groups are groups that represent views of all regional teams and Head Office teams to act as a sounding board and help implement new initiatives. These groups have been responsible for the implementation of many new activities to make working life better at SFS. Every quarter briefings are run for Head Office staff by senior management to give an update to all staff on what is going on within the business. It demonstrates the values in which the business is run on and keeps everyone informed of how the business is performing and what its key priorities are.

Quick Facts

Organisation established in
Total number of UK employees
Number of UK locations
Employee average age
Male : Female employee ratio
Employees earning £35k+
Employee turnover (voluntary)
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