Compliance Guide for Financial Services
The Advisor’s Guide to Social Media Compliance in the UK
In 2017, 64 percent of the UK population used social media every day— an 11 percent increase from 2016. As a result, financial advisors are beginning to make the most of this opportunity with 73 percent using social media for business purposes.
However, building a social media strategy that’s both effective and compliant can be challenging. Financial advisors and organisations need to comply with the guidelines set out by the Financial Conduct Authority (FCA) and with each of the financial regulatory authorities across the UK.
Download this guide to learn:
Best practices for social media engagement in the financial services industry
Actionable tips and advice for staying compliant and secure on social media
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Turn Comments Into Clicks with Auto-DMs
Your essential guide to mastering Hootsuite's DM Automation tool - and prove its business impact. Turn comment sections into conversion machines without sounding like one.
How Sodexo Universities builds meaningful connections with students 
Case Studies
How Sodexo Universities builds meaningful connections with students
How UNESCO used social media to raise awareness of crimes against journalists 
Case Studies
How UNESCO used social media to raise awareness of crimes against journalists
Mapfre creates a united social media strategy to deliver a consistent brand voice across channels 
Case Studies
Mapfre creates a united social media strategy to deliver a consistent brand voice across channels
Social Media Calendar Template Plan your content in a weekly or monthly calendar view with this strategic content calendar.
Strategy & Tactics
Social Media Calendar Template
Plan your content in a weekly or monthly calendar view with this strategic content calendar.
Social Media Proposal Template To start winning more clients and securing long-term contracts, just fill in the form to get instant access to your Social Media Proposal Template.
Strategy & Tactics
Social Media Proposal Template
To start winning more clients and securing long-term contracts, just fill in the form to get instant access to your Social Media Proposal Template.
Instagram Carousel Template To boost your Instagram engagement without spending hours designing every post, just fill in the form to get instant access to our Instagram Carousel Template.
Strategy & Tactics
Instagram Carousel Template
To boost your Instagram engagement without spending hours designing every post, just fill in the form to get instant access to our Instagram Carousel Template.
How the British Museum Increased Social Media Engagement by 126% 
Case Studies
How the British Museum Increased Social Media Engagement by 126%
SIX automates key cybersecurity tasks to actively protect itself against social media threats 
Case Studies
SIX automates key cybersecurity tasks to actively protect itself against social media threats
LinkedIn Strategy Template Looking to turn LinkedIn into a real growth engine for your brand or team? Fill in the form to get instant access to our free LinkedIn Strategy Template.
Strategy & Tactics
LinkedIn Strategy Template
Looking to turn LinkedIn into a real growth engine for your brand or team? Fill in the form to get instant access to our free LinkedIn Strategy Template.
The 8 Elements of a Successful Government Social Media Strategy A practical guide for public sector organizations
Strategy & Tactics
The 8 Elements of a Successful Government Social Media Strategy
A practical guide for public sector organizations
How Meliá’s Social-First Strategy Built Customer Loyalty and Business Resilience During a Crisis 
Case Studies
How Meliá’s Social-First Strategy Built Customer Loyalty and Business Resilience During a Crisis
The Social Campus Improving the student, staff, and alumni experience with social media
Strategy & Tactics
The Social Campus
Improving the student, staff, and alumni experience with social media
How Ochsner Health Reaches New Audiences on Social—and Doubled its Engagement 
Case Studies
How Ochsner Health Reaches New Audiences on Social—and Doubled its Engagement
The Social Media Toolkit for Fresh Ideas All the inspiration you need to feed the social beast
Toolkits
The Social Media Toolkit for Fresh Ideas
All the inspiration you need to feed the social beast
How the RACGP uses social media to build stronger connections with its audience 
Case Studies
How the RACGP uses social media to build stronger connections with its audience
Enhancing the student experience with social media content 
Case Studies
Enhancing the student experience with social media content
How a pitch-perfect social media approach grew an orchestra’s social following by 82% 
Case Studies