Adviser: we’ll help you enjoy a new income stream by helping your clients with their pensions

We’ll build you a promotional page featuring you or your brand

We’ll help you encourage your clients to your promotional page with some simple and effective marketing materials

We’ll reward your clients just for visiting this site

We’ll send you commission when they improve their pensions

With the State Pension disappearing before our eyes, it’s never been more important for your clients to get to grips with their pensions. If you’re not licenced to provide your clients with pensions advice, you can use PENSION FORECAST to find them the best pension products and services. We can help them:

• get started with the right pension
• review their existing company and personal pensions
• draw the benefits at retirement, including releasing money early
• review their investment decisions once they’ve retired

As one of our partners, no longer will you have to duck the pension issue. You’ll be able to actively encourage your clients to visit this site. And as with all good partnerships, we’ll be delighted to share any income we receive with you – on a 50:50 basis.

The table below gives you an idea of what you can earn for your referrals.

All pension contracts are individually created, which can lead to higher or lower commissions than shown above.

As you can see in the table, for services like pension reviews, if you provide a FULLY COMPLETED FACTFIND, you’ll receive double the commission. It’s only fair that if you do a little more, you can EARN MORE. In effect, you have two choices:

1. Simply point your clients to PENSION FORECAST, leaving them to complete the relevant short form in areas of interest to them.
2. Take the form-filling burden away from your clients by doing it for them.

It’s really worth spending a few extra minutes to double your income. Experience shows that when you complete forms for your clients, your earning potential will be massively improved.

We make marketing pensions to your clients incredibly easy.

As our partner, we’ll create a promotional page just for you. It will either feature you, or your firm, as you wish. Here are two examples:

• Here’s a promotional page featuring an adviser
• Here’s a promotional page featuring a firm

So you can help the largest number of your clients, and generate a decent income for you or your firm, we’ve created a marketing resources page.

Your commission is tracked via the email address of your clients.

All you need to do is get your clients to view your promotional page and add their email address. Or with their permission, you can do it for them. AND THAT’S ALL THERE IS TO IT. FROM THEN ON, WE DO THE REST!

As time passes, we’ll keep in touch with your clients with news and views from the world of pensions. When it’s relevant, we’ll offer them appropriate pension products and services. If they buy, you’ll share in any commission we receive. Experience shows they’ll buy many products on their journey to retirement. It works like this.

Whenever we receive a payment, we check the email address. If it’s registered to you, we send you half the commission. It couldn’t be simpler.

We’ll always respect your relationship as their adviser. So we’ll never offer products and services outside pensions and retirement.

We take your clients’ privacy very seriously, as you can see from our privacy policy. In addition, every email we send out has an unsubscribe link on it – one that works!

You’ll enjoy repeat commissions for your referrals.

During a client’s lifetime, there are many pension purchases, as they increase their savings, review their pensions and ultimately, buy their annuities. And you’ll receive commission whenever your clients take action that generates further payments.

Becoming our partner couldn’t be easier.

All we need are a few details and your photo or business logo. Within a few days, we’ll send you an email with a link to your very own promotional page. To get started, simply hit the red button below.

If you’d like to discuss any aspect of being a partner before you complete the form, please feel free to ask us anything using our contact form.