Pension Review 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:

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

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

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.

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.

From Wednesday the 9th of January 2019 new laws were introduced by the UK government to protect consumers from pension fraud by preventing certain methods of pension advice marketing contact to households within the UK. One of these methods included the use of cold calling to UK residential telephone numbers.

Proconnect helped form the new laws by giving feedback and information to the consultation process which helped shape the final law. We are pleased to announce that all of our pension advice marketing services are permitted under the new law and we continue to offer our services to FCA regulated financial advisers.

The new law has left many legitimate financial advisers uncertain of what they can do to market their businesses, to help with this we have put together a handy guide which helps explain the law and how our financial advice marketing services fit within the new law.

Download Pension Cold Calling Ban Guide

Please click on the document below to download our guide.

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.