Making the most of Working From Home

Looking after your wellbeing

Useful Links

We’ve collated a number of useful links that we believe could be useful to you, your teams and some of your clients during this difficult time as you may remain working from home.

Useful Links

For those looking for exercise options at home

Peloton is offering new subscribers a 30-day trial to its app. The app doesn't require you to own a Peloton-branded treadmill or bike to participate. You can try yoga, HIIT, stretching, strength training, and other classes.

For those short on time, the NHS are offering 10-minute workouts.  There are 6, one for every day of the week if you include a rest day.

You can find a series of free workout videos demonstrating a number of different routines from PureGym here.

FLY LDN are offering an array of free yoga and barre sessions which are streamed via Instagram Live (@fly_ldn on Instagram) and then are later posted on their YouTube channel. All sessions last for 45 minutes and are free.

Exercise

Keeping the kids entertained during lockdown

Forestry England - 10 ways to keep the kids entertained through COVID-19
Save the Children - Keeping kids entertained during lockdown covering Reading & Writing and Making & Doing activities

GoodtoKnow: Things to do with kids: 58 cheap activities to keep children entertained

Young Minds: Talking to your children about Coronavirus

English Heritage History at Home – they’ve gathered all of their stay-at-home favourites, from videos and podcasts to old-fashioned recipes and historical how-tos.

Oti Mabuse from Strictly Come Dancing has made Disney dance alongs for kids on her YouTube page.

Kids
Stay in touch

Stay In Touch with People

In addition to normal phone calls and emails, video calls and video conferences are on the rise, and can be an effective means of combatting that feeling of isolation when you’re no longer working from an office and can no longer have face to face meetings. It may also be a welcome suggestion for vulnerable or high risk clients who have been unable to leave the house for some time.

Paradigm does not recommend any of the below applications, we recommend that you investigate which ones are best for your business and look at any IT security implications. (The ICO has provided some guidance for business owners, employers and managers on how to safely use video conferencing technology, you can see a summary of this under the Technology tab here. It may also be worth looking at this blog from our Strategic Partner Mitigo on how to video conference safely). Other video conferencing options are available.

If you have clients who are not familiar with using these tools, this guide from Age UK may help as it covers the different steps to follow for many of the below options.


Microsoft

TEAMS

  • Teams has combined a chat platform with a video conferencing system.
  • You can blur the background on video calls, letting you phase out the background of your video during a meeting (can be useful depending on where in your house you are working from!)
  • People you invite do not need a license to attend a Teams meeting, however, to organise one you’ll need a Microsoft 365 or Office 365 license
  • Up to 250 people can attend
  • Can do screen recording, screen sharing and also file sharing.
Go to Microsoft Teams
Zoom

ZOOM

  • Free for up to 40 minutes use (per call). You can then start another call (with the same person) after 40 minutes without being charged.
  • You have the ability to share your screen, message the group and even send across files and photos.
  • You can use Zoom from the iOS and Android app or from your desktop or browser.
GET ZOOM
Google Hangouts

Google Hangouts

  • Hangouts requires a Google account to set up a meeting (Google accounts are free)
  • Easy to use on both mobile and desktop
VISIT GOOGLE HANGOUTS
WhatsApp

WhatsApp

  • Many people are used to using this App anyway, so it is easier to get them used to the idea of using video calls
  • Completely free to use
  • Can only do calls with up to 4 people
Get WhatsApp

Going the extra mile for clients

Proactively contacting clients to reassure them about the current situation and how you can support them through it. If you are finding that things are a little quiet, here are some ideas of how you could use this time to work on new messaging and strategies for the future that can be implemented once things return to ‘normal’:

Create a letter for clients which highlights the value-added services included in their protection policies (for example, 24/7 GP access or wellbeing services)

Start or update your social media accounts and work on a content calendar to keep relevant updates being posted to your followers, again, helping you to stay at front and centre for their financial needs.

Implementing Happy Birthday emails to clients (which would be automatically generated)

Design quarterly update emails which would be personalised to each clients (but information could be automatically generated for you) could remind clients of the services you provide them, such as: protection they have in place, prompting them to make you aware of any changes in circumstance, how much is left outstanding on their mortgage/when their ERCs are ending, market updates that may be relevant to them (e.g. interest rate reductions/increases which may affect savings etc), update on how their assets under management are performing.

Start a new monthly or quarterly newsletter which can keep clients updated on your activities, the services you can offer, and helps keep you front and centre for their financial needs. Take a look at some of the tips for starting a newsletter in this guide from Accord Mortgages’ Growth Series.

Royal London have created toolkits for three key segments within your existing client banks, that they think need the most attention now and in the future. These are; mortgage customers with no protection, customers with mortgage protection only and customers who are due a protection review. The hope is these simple toolkits will help your advisers keep their business on track, deliver good customer outcomes but also show the real value of their advice by making proactive contact and offering reassurance and support. 

Some of our favourite ideas shared by Santander for Intermediaries:

Help prospective buyer clients (especially first time buyers) by providing them with a list of questions they should ask their vendors or ask their solicitors to ask specifically, which will make their life easier on Day 1 in their new home. Suggestions from Santander for Intermediaries include:

  • Where’s the main stopcock?
  • Where are the gas, electric & water meters?
  • What day are the bins collected?
  • Where is the thermostat?

Design a new home starter kit (to be delivered upon completion). Ideas of what these could include are – a new keyring, mugs, tea and/or coffee, any branded merchandise you may have, information about the local area including takeaway menus for their first night in the new house)

Create a ‘Countdown to Moving Day’ guide which outlines things they should consider before moving day with a 6 weeks lead time before completion such as; notifications to utility companies, switching broadband provider, arranging buildings & contents cover, de-cluttering, dismantling flat pack furniture.

On the day your clients move house, text them to say Good Luck, and send them £20 so they can have a take away tonight on you, as time will be precious to them.

Spare Time?

If things are a little quiet, here are some ideas of how you can use your spare time to help and support others at this difficult time…

Consider giving blood and helping to save lives - You can still give blood and platelets during the coronavirus outbreak. Blood donation is considered essential travel.

Find out more

 

Volunteer for your local foodbank to support those in your community who are struggling at this difficult time. Many foodbanks have reported that they are running very low on donations of essential items. You can either find local foodbanks or look at your nearest centre with The Trussell Trust here:

Trussell Trust

You can still sign up to DoIt.org, where you can choose what support you’re willing to give, choosing from things such as helping with food shopping, picking up prescriptions or having a friendly chat over the phone

Visit Dolt

 

Alternatively, use this tool to find your local Volunteer Centre who may make you aware of other opportunities in your local area:

Find a Volunteer Centre

Spare Time?