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Introducers

**Important introducer updates, please scroll down for full details (09/11/2017)**

We are happy to work with introducers and offer attractive terms. We have worked with other IFAs, accountants, solicitors and other professional introducers.

This can be in complex pension areas such as final salary transfers, or be relatively straightforward advice. We are happy to discuss our terms with you.

Do you have a client who holds a final salary pension?

We are fully qualified and authorised to review their situation and provide pensions advice. Using our introducers scheme, we are able to support financial advisers who are not capable of providing final salary pension advice.

Our process consists of five steps:

Fact finding

One of our expert pensions advisers will speak to your client about background of case and we will give an initial view, which will lead to a request for further information. We will then provide all documentation necessary to move forward with the process.

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Assessment

We will then provide you with a detailed report, outlining if a transfer should take place or not. Please note that there is no charge for this.

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Costings

If a transfer is suitable and appropriate, we will then provide a full breakdown of costs for both the client and introducing adviser. The adviser will receive a pre agreed share of fee depending if they got involved in fact finding (50%) or simply gave us a client to contact directly (30%).

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Transfer

We will then complete the transfer whilst maintaining full legal compliance, providing all necessary documentation and administration.

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Return

The client will then be returned to adviser who will retain the client and 100% any ongoing fees in connection with business transacted.

Benefits for introducers

Additional revenue streams

We are able to provide your business with new revenue streams, through fee or profit share. We are experts in all aspects of pension planning. All of our work is legally compliant and will protect your business from unnecessary risk. Please contact us on 0161 956 2328 for more information, or alternatively email us at enquiries@pensionhelp.co.uk

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Introducer Update (09/11/2017)

Please note: The following dates for Pensionhelp to consider cases with CETV expiry dates. These deadline dates have been brought in to take account of Christmas Post delays and our office closure between Christmas and New Year.

For Cases with Expiry Dates up to 7 January

The deadline for consideration of these cases is one calendar month before the CETV expiry date, with the latest date of receipt of all of the relevant submission forms of 17 November. Fully completed Application and Discharge forms need to be returned at least 1 week before the expiry date with a cut-off date for all pre 7 January cases of 18 December.

For cases with deadline dates between the 8 January and 14 January

The deadline for consideration of these cases is 24 November. Application forms need to be returned at least 1 week before the expiry date.

Deadlines

The above dates are absolute deadlines of whether we can consider progressing with a case. We cannot guarantee to meet any expiry dates even if cases are sent to us by the deadlines, as we are often dependent upon information from 3rd parties to provide our advice. If you are able to return a case to us earlier than these dates, we would strongly recommend that you do so.

Cases where you will not be able to meet our deadlines

If you have any existing cases where you will be unable to meet our deadlines, please contact the ceding scheme in the first instance. They may recalculate transfer values on receipt of application forms. In these cases we would process the advice as normal. If the ceding scheme insist upon a new transfer value they will advise on the process for this. Please could you pass on details of any conversation with the ceding scheme when you send the case to us.

Table of Key Dates

CETV Dates

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Pensionhelp Ltd may refer enquiries to another regulated Independent Financial Adviser to contact you in the event that we can’t initially help you.By filling in this form you agree to this transfer of personal data.

Get In Touch

Pensionhelp Ltd
22 St John Street
Manchester
M3 4EB


T: 0161 956 2328
E: enquiries@pensionhelp.co.uk

Pensionhelp Limited is authorised and regulated by the Financial Conduct Authority. Pensionhelp Limited is registered in England and Wales No.09437056. Registered Office 8 St. John Street Manchester M3 4DU.


The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.