Why not upsell with a free pension review?
Profile FS offers a free scheme for the Wills and Probate industry, allowing professional will writers to offer their clients a free pension review whilst writing their will, an easy opportunity to upsell which also increases your value to the client. For existing clients it’s a good reason to book a meeting and do a complete review, and we can happily do this for you.
It is estimated that over 10 million people throughout the UK have a highly charged and poorly performing pension, and many would like their pension scheme to be reviewed by an expert.
Offering the free pension review is simple – just ask your clients to complete a single page Letter of Authority, and we can handle the rest!
The service is fully Financial Conduct Authority (FCA) regulated, with all client contact recorded for compliance guaranteeing best advice. The team have thus-far enabled thousands to improve their pension and moving forward they will get an annual review and access to their own IFA whenever needed.
Our payment to you will be given on any transfers, as an example a £30k pot would earn you £135.
For further information or to arrange a meeting to discuss the scheme please contact Jon Jacob on 07739 019230.
This article was submitted to be published by Profile Financial Solutions as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.