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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Pensions & retirement — clear filter
The remortgage review as a referral checkpoint (pensions, wills, protection)
Every remortgage is a scheduled conversation with an engaged client. Used well, it is a recurring checkpoint for the referrals yo…
The pension nobody reviews: the signs any professional can see
Most people have a pension they have not thought about in years. Here is how to recognise the client for whom that neglect has be…
Pension scams: the warning signs that repeat every time
Pension fraud costs victims their retirements, not just their savings. The pattern is depressingly consistent — which makes it le…
The retirement runway: spotting the client who needs advice now
The years approaching retirement are when the right guidance counts for most. Here is how to spot the client on that runway and h…
Refer what you don't write: the broker's guide to pensions and investments referrals
Mortgage clients routinely raise pensions and investments in the same breath as their mortgage. Here is how to handle those momen…
The annual-allowance trap: a referral trigger hiding in plain sight
Certain pension pitfalls hide behind a high income or a good year. Here is how to spot the client who might be exposed and why it…