It is widely speculated amongst will writing professionals about what advice should be given when writing a will for a client. As there are many aspects to consider when planning for the future, including estate planning and financial aspects, how can you ensure your clients are being supported with the best advice?
Profile Financial Solutions runs a partnership scheme, specially designed for will writers. The Will Writers Advantage programme ensures your clients are provided with a finance expert to administer a thorough pension review service, alongside writing their will.
Millions of consumers within the UK are thought to have a pension that isn’t performing effectively and producing the best investment and retirement funding opportunities. There is currently great demand for expert review services in today’s pension market — so why not stand out within the will writing industry offer this bespoke service to your clients?
It’s easy to register — all you need to do is request your clients complete a Letter of Authority, which states they would like to take up the pension review service. Our team will then ensure the process runs as smoothly as possible and your clients have the best quality service.
We will provide you with payment on receiving the Letter of Authority, and if your client transfers their pension though our scheme, a further payment will be also given.
If you’d like to find out more about the Will Writers Advantage programme, please contact Karen Babington at karen.babington@todaysconveyancer.co.uk or call 07831795422.
