The firm will begin the campaign with a wellbeing survey to find out how advisers and introducers are feeling during the pandemic and recession. It will then hold roundtable events where attendees can discuss the issues affecting their lives.
CSF has teamed up with mental health charity Mind to provide advice on its website. Over the next 12 months, the two organisations will hold charity events to raise the campaign’s profile and raise money.
A mentoring programme is also planned to connect industry professionals so they can provide support and share ideas.
The firm will also send out amethyst crystals to brokers and introducers who complete cases over the autumn and winter period, as they are believed to reduce stress and anxiety to brokers.
The wellbeing programme will be led by CSF’s group sales and marketing director, Jason Berry.
He said: “I know it has been a difficult period for the intermediary sector so I would like to firmly establish the current industry sentiment then create a framework so effective support can be tailored to individual needs.
“Personally I have been blessed to work in the financial services marketplace for over 25 years during which time I have experienced many incredible highs but also witnessed some terrible lows with people losing homes and their employment, today’s market will undoubtedly see all emotions magnified.
“The campaign has a serious and sustained intention and I am determined to ensure we create an industry programme which makes a positive difference,” Berry added.
