Pension Referrals: Referring Pensions Clients
Pension Referrals: Referring Pensions Clients to us and share up to 50%
Services for you and your clients:
- Final Salary Scheme Analysis - Full Analysis Service, Critical Yield Analysis, Funding Position Analysis
- Pension Transfers - Pension schemes reviewed for potential transfer
- Pensions Sharing on Divorce - Defense or Offensive, Sharing Recomendations, Reports for Court Submission plus Expert Witness Service
- Unsecured Pensions (Drawdown) - Full Service for Insured Schemes or SIPP
- Annuity and Retirement Planning
- QROPS, Offshore Pensions and International Pension Transfers
Expertise for your pensions client referrals:
AFPC G60 Pensions qualified- ACII Pensions Law & Taxation qualified
- ACII Pension Planning & Administration qualified
- ACII Quantitative Methods qualified
- Former Regional Pensions Manager for major Insurer
- Past winner Pensions IFA of the Year (FT Adviser Awards)
- Chartered Financial Planner
- 30 National Awards including Financial Adviser of the Year
Advisers United Links: Members ¦ 50% Commission ¦ Regulated Referral ¦ Expat Referral ¦ Tax Trust Wills Referral ¦ Home ¦ Contact Us ¦ Book Callback ¦ Compliance Help ¦ Adviser Shop ¦ News Lobbying
