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Introducers

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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