Our Services
The outcome of all our work is to see more advisers, helping more clients, to find the most appropriate solution for their personal retirement circumstances.
Advisers will have better processes; be writing higher quality business; and as a direct result more business with more people in, at, or just before retirement.
Our Mission Statement
Everyone deserves a financially secure retirement.
Our Services to Product Providers
We support product providers in the whole spectrum from product design to distribution. We have extensive experience in each sector of the sales and marketing spectrum, and would be pleased to discuss your business requirements.
Services include:
- Market mapping and awareness training for product designers
- Supporting product design process and teams
- Launch strategy planning
- Marketing communications and promotional advice
- Literature, and brochure ware reviews
- Sales team training and support
- Impact sales planning
- Adviser business development & consultancy
Recent projects have included:
- Supporting a series of national seminars promoting the need to change the advice process
- Product development support and consultancy
- Sales impact planning and implementation support
Our Services to Financial Advisers
We support advisers through a range of options:
- One on one coaching support – aimed at helping the individual adviser to change their approach to this market, and build their personal proposition to focus on the opportunities that the retirement market presents
- Training & Seminars – Training is provided in a variety of modules, either onsite for one firm, or in central locations for a number of advisers. A range of modules are available that focus on both the business and technical aspects of this market.
- Business support – we provide business to business consultancy to assist in enabling the adviser firm to establish their "retirement practice" model and maximise the opportunity from the retirement, and retired market.
