Working with Pension Works for Financial Advisers

Pension Works offer the following services to our introducers.

If you would like to work with us, please email services@pensionworks.co.uk.

Defined Benefit Pensions

Our experts will assess your client's Final Salary pension and present the options to the client jargon free. Our advice will always be in their best financial interests.

  • Free abridged advice
  • Up to 30% referral fee paid to you
  • We will advise of CETVs from just £30,000
  • We can align our advice with your investment preferences
  • Fantastic 5* reviews on Trustpilot

Find out more

DB Specialists

Pension Works are one of the UK’s leading independent, Defined Benefit Advice specialists.

We support financial advisers by advising on your clients’ Defined Benefit pension transfers, whilst allowing you to retain the funds under management.

Insistent Clients

We will also accept insistent clients, to learn more click here.

Rated 'Excellent' on Trustpilot

We are proud to be rated 'Excellent' on Trustpilot.

Independent and unbiased

We work with the most trusted and well-known pension names in the UK.

Fixed, transparent costs

We are upfront and transparent about any costs from the outset.

Trusted by 1,500 IFAs

We already work with over 1,500 financial advisers across the UK.

Defined Contribution Pensions

This is a great solution for any low value Defined Contribution enquiries, that do not meet your criteria.

  • Whole of market advice
  • Earn up to £250 per transfer
  • Submit a case in under 2 minutes via our Introducer Portal
  • Cases accepted from as little as £15,000 combined transfer value
  • Fantastic 5* reviews on Trustpilot

Find out more

Client Novation

In light of Consumer Duty, we have been approached by firms who wish to novate the lower-value clients from their client bank to Pension Works:

  • Quick set up and implementation
  • Clients charged from as little as £75 per year ongoing
  • Earn up to £250 for every Implementation fee generated
Trustpilot

Recruitment Service

We can help you find any permanent staff you may be looking for.

  • Fees at only 10% plus VAT per placement
  • We have a wealth of experience in successfully recruiting, with a vast pool of candidates available
  • We handle all types of vacancies all the way up to director level
  • Proactive headhunting service bespoke to your business

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Recruitment Specialists

After a period of siginificant internal growth Pension Works recruitment department branched out into offering our expertise to our introducers.

We offer this service to our new and existing introducers at a hugely competitive 10% + VAT, helping to strengthen our ongoing relationships and add value to businesses.

Become an introducer today

Sign up Now

Alternatively, you can call us on 0800 756 1288 or email services@pensionworks.co.uk.