Pension Income
Our referral service
As 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.
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:
- Earn commission on completed referrals;
- Online case tracking;
- Our Partnership Team are on-hand to keep you up-to-date throughout your customer’s application; and
- We take full regulatory and compliance responsibility.
As well as the benefits you will receive, your clients will receive:
- A review of their existing pension arrangements and support to help them understand their options;
- Access to a wide range of pension income solutions. For annuities and fixed-term annuities, we research products from across the whole of the market;
- A dedicated specialist for our guidance service, or financial advisor for our advice service;
- Consideration of the tax implications, taking account of your client's individual circumstances.
Benefits of our pension income service can include:
- Access to pension guidance or advice to complement your service.
- Access to a wide range of pension income solutions. For annuities and fixed-term annuities, we research products from across the whole of the market.
- We don't have any bias to a solution or company.
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 .
Customer reviews
How do I refer my clients?
Follow these steps or contact us for more information
introducers@agepartnership.com