What are the key benefits of the Pension Checker SystemTM?
- Generates additional revenue for you
- Cements existing Client loyalty
- Creates new Clients for you
- Creates referral opportunities
- We take all compliance responsibility
- Client remains yours
Why do many firms choose to outsource such pension work?
- FSA approval required both for company and individual advisers
- G60 or equivalent examination required
- Appropriate Professional Indemnity cover required
- Proof of "Competence" Required
- Seen as "high risk" business
- Barrier to entry high
– Software expensive
– Staff costs high
