IFA Referral Lead Generation

Pension Works partner with pension advice firms and IFAs to take on any pension cases that they can't deal with. We are a dynamic and fast growing advisory firm that utilises our digital advantage to offer advice to a much broader spectrum of clients than most IFAs, at no cost to the client. 79% of IFAs charge fees for their advice. They often struggle to justify charging their fees to clients with smaller pension pot sizes. Our service enables them to refer such clients in the knowledge that their client will be looked after by a highly compliant, 5* TrustPilot rated firm, and generate revenue from clients that they would otherwise be unable to service. The project will require you to source IFAs through Google, LinkedIn etc, briefly explain the proposition, and confirm their interest. We will then take responsibility for formally signing them up as an introducer, and managing them ongoing. You will be paid between £25-£125 for every successful case that your introducers refer to us. As we will manage the introducers for you, this enables you to focus solely on new referrals to build a large introducer bank and be paid on every single successful case and you should ultimately earn £5,000-£10,000 per month.