Pension Review Appointments

Qualified & Guaranteed Appointments

For over a decade we have supplied pension review appointments to FCA regulated financial advisers. Our highly experienced in-house call centre generates qualified and confirmed pension review appointments with individuals & business owners that are looking for pension advice.

Our team ensures that each appointment offers a business opportunity and that the appointment is set to the highest standards.

We confirm all pension review appointments using our 3 steps process:

We make an initial call to confirm interest
We make a secondary call to reconfirm details and interest
We send the prospect a confirmation letter confirming the date & time of the appointment

Request Details

We provide the following information to the financial adviser for each pension review appointment we book:

Appointment date & time
Appointment address
Client name
Employment status
Client age
Pension details

Our pension review appointments are set at a time which is mutually convenient for the financial adviser and the prospect.

We also offer a replacement policy for non-business opportunities and cancellations.

Our Pension Review Appointments Process

Replacement Guarantee*

We offer a replacement guarantee with our pension review appointments, we will replace for the following reasons:

The prospect cancels after confirmation of the appointment
The prospect is not at the given address at the agreed time of the appointment
If the information we provide is incorrect and prevents a business opportunity

*Subject to the fair replacement policy

Quality & Compliance

We understand that your company’s reputation is of utmost importance, therefore we only supply 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.

We are an ICO registered business and adhere to the highest data and privacy standards including GDPR, The Data Protection Act and PECR to ensure client confidentiality and privacy at all times.

What do our clients say?

Online Diary System

Using our in-house developers we have implemented a bespoke integrated diary system which is linked to our call centre. This simple diary system can be kept up to date via the internet and ensures that any appointments we make are scheduled to take place at a time which is convenient for you.

The diary is 100% secure for you and your prospective clients as we anonymise the information to protect prospects privacy.

What do we need from you?

All advisers we work on behalf of must be FCA regulated to ensure any advice given is in the prospects best interest and is personally tailored to their requirements.

Why use Proconnect?

Unlike other marketing companies and call centres we specialise in lead and appointment setting for financial services and we believe we offer unparalleled customer service and quality because of this. The individuals behind Proconnect all have many years of experience in appointment setting and lead generation for financial services and it is through this understanding we can provide this unique service. In short, we stick to what we know.

Our Brands

Proconnect operates multiple customer-facing websites which offer access to financial advisers, these sites are optimised to generate good quality inbound leads which add to our marketing mix.