IFA & Professional Introducer Agreements

IFA & Professional Introducer Agreements

If you are looking to ensure your clients obtain the best and most suitable retirement income, contact 'The Retirement Adviser' to see how we can help you provide an excellent service and generate valuable income.

We fully understand the importance of providing clients with expert advice on their retirement options and ensuring they are given a suitable solution to their requirements. This area of advice can be extremely complex and time consuming. In addition, the administration work takes a huge amount of time and can be frustrating. So, how could ‘The Retirement Adviser’ help you?

Would you like someone else to do the hard work for you? ‘The Retirement Adviser’ would be happy for you to refer your retirement cases to us and we could advise your clients for you. The advisers within the team are highly qualified and experienced within the retirement market. We will commit to do the following:

  • Research into the client’s existing policies
  • Investigations into the options available
  • Recommendation of a suitable product to the client
  • Administration at all stages of the process
  • Chasing of transfer of fund and set up of new product

All you need to do is make the introduction.

For introducing your clients to us, we would pay you an agreed percentage of the income we receive. The levels of commission we receive can be higher than those received by other advisers due to the centralisation and experience of ‘The Retirement Adviser’. Any additional commission paid will not affect the annuity rate provided to your client. We can guarantee no cross-selling and we will not contact your client without your prior permission.

If you would be interested in pursuing this further, please contact either Nick Flynn on 0118 988 0800 or nickflynn@theretirementadviser.com or Kirsty Turner on 0118 988 0801 or kirstyturner@theretirementadviser.com.

Quick Quote

Leave your details with us and we will contact you to see how we can help you.

Name
Email
Telephone
Date of Birth Postcode
Fund Size Retirement Date
View Data Protection Details