Pension Leads

Pension Review Leads

Using our consumer surveys we are able to identify prospects who have confirmed via our online and telephone surveys that they currently have a private pension. Details provided include name, address & landline telephone number. All our Pension Leads are supplied on an exclusive basis.

Generating new pension advice customers can be tricky, we have successfully worked with financial advisers for over 10 years, perfecting our lead generation service to ensure our pension leads offer a good return on investment.

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Consumer survey responders
Have confirmed they have a private pension
Have consented to receive contact
Details provided include name, address & telephone number
Selectable by postcode area
TPS screened
GDPR compliant
All wrong numbers and gone aways replaced

Step 1 - Telephone Survey

We carry out a short consumer survey via the telephone to UK households throughout the UK. This survey is open to all households ensuring a variety of demographics. On the first part of the call we establish basic information, this includes:

Home ownership
Age
Employment status
Income band

Step 2 - Survey Responses

Having established is aged under 60 years old, our survey logic adjusts to ask whether the prospect currently has a private pension.

Step 3 - Opt In

If the prospect answers positively to the pension lead question, we then ensure the prospect opt’s in to receive contact from a relevant party to discuss reviewing their pension.

Step 4 - Verification & Upload

We then confirm the prospects name, address & contact details. If the prospect opts in to receive contact we then add their contact details and basic information to our secure server and flag this with the prospects positive responses

Step 5 - Compile & Send

Based on your requirements we then extract the leads from our server and create a database file (Excel or .CSV Format) which is then sent to you securely via file sharing platform. We are committed to supplying leads on an exclusive basis, therefore we then flag each supplied will writing lead as supplied preventing their details being supplied on more than one occasion. We aim to deliver all orders within 48-72 working hours.

Step 1 >

Step 1 - Telephone Survey

Home ownership
Age
Employment status
Income band

Step 2 >

Step 2 - Survey Responses

Having established is aged under 60 years old, our survey logic adjusts to ask whether the prospect currently has a private pension.

Step 3 >

Step 3 - Opt In

If the prospect answers positively to the pension lead question, we then ensure the prospect opt’s in to receive contact from a relevant party to discuss reviewing their pension.

Step 4 >

Step 4 - Verification & Upload

Step 5

Step 5 - Compile & Send

Looking For Pension Review Appointments?

We’ve got just the service for you, visit our pension appointments page for pension review appointments.

No purchasing of leads required – just qualified and guaranteed appointments set at a time which fits in with your diary.

Pension Appointments

Quality & Compliance

We understand that your companies reputation is of utmost importance, therefore we only supply pension leads which have passed our rigorous quality control and compliance checks to ensure the leads we supply are both accurate and obtained in a legal and professional manner.

GDPR Compliance Info

Experienced Team

Proconnect has over 20 years experience of supplying pension leads, it’s through this experience that we believe we supply the most responsive and targeted pension leads currently available. Unlike other lead providers, we have our own call centre which helps us to really understand the best methods of approach and also offer excellent after sales service to help make sure your will writing marketing campaign is a success.

No Time To Call Pension Leads?

If like many of our clients you don’t have time to call our pension leads, we can put you in touch with an outside call centre who specialises in calling our pension leads on behalf of our clients, to generate confirmed appointments and leads.

Need Help?

Our friendly team are standing by to help you, 5 days a week. We aim to answer all questions within 24 hours.