Pension Income

Our referral service

As one of the UK's leading retirement specialists, our pension income referral service is specially designed for advisers and other professionals who want their clients to have access to a full range of pension income options, but may not wish to provide this service themselves. Click here to register with us now.

As our business partner you can use one or both of the services in line with your preferences, and this means that we can provide a tailored solution to specifically fit your client service proposition, offering:

  • A non-advised guidance service for clients who are confident in choosing themselves; or
  • Pension income advice for clients who would prefer to receive a personal recommendation.

There are numerous benefits to us working together, including:

  • A competitive and easy to understand commission structure;
  • No cross sell to your clients without your permission;
  • Earn commission on completed referrals;
  • A multi-award-winning service;
  • Online case tracking including a mobile phone application; and
  • Access to phone lines 24 hours a day, seven days a week with no automated systems.

As well as the benefits you will receive, your clients will receive:

  • A full review and help to understand their existing pension arrangements;
  • Access to a wider range of solutions from across the whole of the market;
  • A dedicated Financial Advisor who is qualified and experienced;
  • We're impartial so we don't have any bias to any particular solutions;
  • We can ensure you have the most tax-efficient solution; and
  • Access to phone lines 24 hours a day, seven days a week with no automated systems.

This part of the site is for introducers to Age Partnership and is not intended for use by the general public. If you are a customer please click here.