Providing Support for Product Providers

Our Services to Product providers involve us in a range of activites, with the common objective of delivering effective solutions to the professional adviser and their clients in the internal mechanics of the business, or the distribution and marketing aspects. Our experience and engagements therefore include activities such as:

• Product development & positioning
• Distribution strategy & relationships
• Marketing communications: planning; review; and support
• Creative Consulting
• People Development

And

• Sales Impact planning & actions
  
• Sales team motivation, coaching & training
  
• Sales team assessments
  
• Key account reviews and strategy
  
• Distribution franchising and activity

Impartiality

Our aim is to help the adviser understand the market, and products within it, by providing thought leadership, educational materials, and practical tools.  Whilst we work directly and indirectly with several product providers, it is important for us to remain impartial in our views.  This is a core principle for The Retirement Partnership.  

‘Better the adviser understands all options, and recommends the most appropriate, than advising only on past knowledge of an ever changing market.’

Sponsoring product Providers

Our sponsors currently include: Living Time; Sun Life Financial of Canada; Hornbuckle Mitchell; and Prudential.

We work closely with our sponsors to understand their proposition, and business objectives.  We assist our sponsors in the communication of the broad and technical issues related to their market, as well as helping to simply explain these to the professional retirement adviser. 

Our sponsors gain value not just from the web presence, and communications that we issue, but also from the ongoing engagement that we maintain with them. 

If you are interested in becoming a sponsoring organisation, please contact us  for more information.