Not necessarily with the intention of new monies being paid into the funds, but as a minimum, to ensure the pension provider is performing as well as it should be. This review – potentially leading to a Pension Transfer - can be offered on a referral basis.
A company by the name of Gatsby Financial Solutions has recently launched an online system to help brokers who want to move into pensions.
Commenting, Gatsby’s operations manager, Darren Horne, said: “At Gatsby we realised that the life of a mortgage broker is hard enough without having to experiment trying out new marketing ideas. We are always investing in unique ways which we can help our introducers boost their pension referrals. Some of these will involve a cost such as postage, but others we can provide for free.
“The issue of pensions is becoming more prevalent in the press these days and clients will be looking for someone to help them. With our expertise in building marketing plans, we hope that we will not only generate more pension referrals for our introducers but it will boost their core business too - given we operate a strict no cross selling policy.”
