Hannah Webb
Head of Client Success
LinkedInThis month's newsletter includes:
- Product Lifecycles - we need you!
- Product Pathways
- Preparing to onboard your incoming Early in Career cohorts
- Next Gen Hub: U19 support
- Programme Spotlight
- Workshops and Webinars
- Complaints Process
- Message from Senior Partner
Now with a fresh new look and an improved layout designed to make your reading experience more seamless and engaging. This newsletter continues to be your one-stop shop for the latest industry and provider updates, helping you stay informed and ahead of the curve.
In this edition, we’re diving into the recent government spending review and exploring key topics to support you through the busy weeks ahead as you prepare for your 2025 Early Careers and Graduate cohorts. Learn more about how we’re supporting those aged 16–18., including a bespoke ‘NextGen’ curriculum. We are providing those at the earliest stages in their career with the foundations they need to become our future leaders.
With many pending and upcoming changes to existing apprenticeship programmes, it’s more important than ever to stay connected. This newsletter will showcase how your involvement is key in helping us shape solutions that truly meet the needs of your business.
We’re also delighted to introduce two fantastic new members to our team: Abbie Thompson and Gordon Harvey. Both bring a wealth of experience in financial services and insurance, with strong backgrounds in apprenticeship coaching. Their expertise makes them perfectly placed to support your learning and development strategies and provide ongoing guidance. Some of you may have the opportunity to meet or speak with them soon, we’re confident you’ll find their insights invaluable. Please join us in giving them a warm welcome!
You’ll also find a section in this edition where you can leave feedback, we’d love to hear your thoughts on how we can continue to evolve the newsletter and tailor the content to support you.
We’re excited about what’s ahead and look forward to continuing to work closely with you to deliver meaningful outcomes for both your business and future talent.
As part of our ongoing commitment to delivering products that meet your needs and address industry skills gaps, we are embarking on a series of client exploration conversations. Your involvement in these discussions is crucial, and we want to explain how these conversations will benefit you and help shape our product lifecycle.
We’d greatly value insights on your organisation’s experience with apprenticeships and other training or talent development programmes. We’re particularly interested in what has worked well and where there may have been challenges or areas for improvement. We’d also appreciate your thoughts on Knowledge, Skills, and Behaviours (KSB), any recent changes to relevant standards, and how these developments will shape and support your approach to talent development.
Please note any discussions will be purely for research purposes to help us understand what you want and need from our products. Your insights will help shape the design and development of our future offerings.
Together, we can develop products that not only support the development of new talent but also bridge any existing skills gaps in your organisation, while driving continuous improvement of professional education within the industry.
Our Client Success team will reach out soon with details on how you can share your insights.
A new, centralised hub designed to support our coaches and enhance the apprenticeship experience.
Launched recently by our Product team, Product Pathways collates apprenticeship content, resources, documentation, and guidance into one easy-to-access location. This streamlined approach empowers coaches to quickly find and share the right materials with apprentices, saving time and ensuring clarity.
By standardising delivery across programmes, Product Pathways create a more consistent and high-quality learning experience for every apprentice. It’s a step forward in making our support more efficient, aligned, and impactful.
As we continue to speed through 2025, we are now fast approaching our busiest time of year. With many graduates and early careers apprentices enrolling onto their programmes this autumn, we remain committed to ensuring they have a seamless start. To make this possible, we need your support in planning ahead and providing us with key information as early as possible.
Over the next month, we will be working with you to obtain the above information, and we strongly encourage you to schedule time with your dedicated Client Success contact to map out clear timelines for submitting this detail. The earlier we receive the detail around your early careers and graduate starts, the better we can coordinate onboarding activities and confirm programme start dates.
Your collaboration is key to a successful launch, and we’re here to support you every step of the way.
We are committed to providing specialised support for our apprentices aged 16-18. That’s why we provide the Next Generation Hub—a curriculum to help young people working in financial services to build important skills to benefit them in both their professional and personal lives. The curriculum sets them up for success now and in the future, while providing reassurance to employers and parents about the scope of learning.
In a digital-first financial world, clients expect seamless, accurate, and professional service at every touchpoint. The Financial Services Administrator Level 3 Apprenticeship and Senior Financial Services Customer Adviser Level 3 Apprenticeship develop individuals who play a vital role in delivering exceptional client experiences. They do this by ensuring smooth operations through clear communication, tailored advice, and outstanding client support.
Head of Client Success
LinkedInIdeal for roles such as Financial Services Administrator, Operations Support Assistant, Client Services Coordinator or Investment Operations Administrator. This apprenticeship ensures your administrative teams are equipped to deliver the reliable, high-quality service your clients expect.
Ideal for roles such as Client Relationship Manager, Customer Service Supervisor, or Financial Product Specialist, this programme ensures your team is equipped to meet client needs with confidence and care.
Since September, Davies have been running 30-minute Path to Success (PTS) workshops for learners, alongside our Ask the Expert (ATE) LIVE events focused on power skills and transferable skills such as:
These sessions will run on three Fridays each month and support learner development above and beyond the professional qualification. They can also be included as additional off the job time for the apprenticeship programme. If you would like to know more, please reach out to DLSworkshops@davies-group.com.
The Path to Success Sessions and Ask the Expert webinars are available for your learners to attend and can be accessed via their Thrive accounts. Please feel free to share these links with your learners and encourage attendance of these sessions to support their growth and development.
At the heart of everything we do is a commitment to continuous improvement—and that includes how we handle your concerns. Based on valuable feedback from our employer partners, we’ve introduced a new and improved complaints process designed to make it easier, faster, and clearer to raise and resolve issues.
We’re here to listen, respond, and improve—together.
As we move into the summer months, there’s a real sense of energy and achievement in the air. We have a significant number of apprentices reaching the end of their programmes in June and July – huge congratulations to them, and you, for the support and commitment that’s helped them get there. These completions are a powerful reminder of the impact apprenticeships have on individuals, teams and businesses.
We’re also fast approaching the busiest time of year for apprenticeship starts, with September and October just around the corner. No doubt many of you are already well underway with preparations to welcome your next wave of talent—from school leavers to graduates—into your organisations.
Whether you’re scaling up a well-established programme or taking the exciting step of hiring your first apprentice, this is a pivotal moment to invest in future skills. We’re here to support you every step of the way—helping you make the most of the opportunities ahead and ensuring your new starters get off to a flying start.
While the recent Spending Review reaffirmed previously announced funding for skills and training, it was striking that skills and apprenticeships received little direct mention in the Chancellor’s speech—a missed opportunity, perhaps, given their proven role in driving productivity, closing the talent gap, and supporting long-term economic growth. That said, we know the Growth and Skills Levy remains a central pillar of the UK’s growth strategy, and we’ll be watching closely to see how it’s leveraged to support employers and learners in the months ahead.
We’ll continue to keep you updated as more detail emerges. In the meantime, if you’d like to explore how emerging career programmes or the evolving apprenticeship landscape could support your goals, we’re always here to help.
Here’s to a summer of success and fresh opportunities!
Warm regards,
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