Defined Contribution Pensions

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

We provide you with a trusted route to help these clients receive financial advice, whilst allowing you to earn up to £250 per referral.

It takes just 2 minutes to submit a case to us, via our Introducer Portal.

Sign Up Now
Download Brochure

Pension HealthCheck

Our pension HealthCheck is a telephone based advice service, which helps your clients make the most of their retirement. We will assess their pensions and provide recommendations to help them reach their goals.

Reduce ongoing costs
Consolidate plans
Improve performance

Client Journey

1

Initial Engagement

At the start of the process we take the time to explain everything to the client, as well as issuing our Terms of Business, which includes an overview of our charges. We also ask the client to digitally sign our Letter of Authority.

2

Information Gathering

We will contact the pension providers to gather all relevant scheme information. We will also ask the client to complete our online fact find and attitude to risk forms.

3

Fact Find Meeting

We will book a telephone call with one of our Client Consultants, who will then assess the client’s retirement aims and objectives.

4

Advice Stage

After thorough analysis of all available options in the marketplace, our advice report will then be produced determining the most appropriate outcome. Our advice will either be to move the pension(s) if we feel there is a more suitable plan, or to retain the pension if we believe it meets their requirements.

5

Implementation

Should a switch be recommended and the client wishes to proceed, we will seek instructions during the advice call to implement these changes.

6

Ongoing Advice

Pension Works will provide ongoing advice to the client.

Ongoing Service

When you refer a Defined Contribution client to us, we will keep them for ongoing advice.

We appreciate that some clients require more support than others or equally want greater insight into their plans, that is why we offer two different types of service to meet those needs.

These are called Essential and Premier which are very competitively priced.

Both service types will give clients access to:

Annual Review report
Annual valuation
Portfolio performance review
Pension savings forecast
Portfolio suitability assessment

The premier service gives you access to ad-hoc adviser support throughout the year.

Become an introducer today

Sign up Now

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