pension & retirement leads
Exclusive UK pension and retirement enquiries: consolidation, drawdown and at-retirement advice. Screened on pot value, timeline and objective, and delivered to one adviser in real time.
Built for how advisers actually work.
Retirement advice is where the long-term value sits for most advice firms. A client consolidating two or three pension pots becomes ongoing assets under advice, an annual review relationship and recurring fees for years. The economics of a pension client comfortably support paying a fair price for a genuinely qualified enquiry.
The catch is qualification. A consumer with £8,000 in an old workplace pot and a consumer with £280,000 across three providers are both 'pension leads' to a list vendor. They are not the same lead to your firm, which is why every enquiry we send carries the pot value band, the consumer's timeline and the objective, in their own words, before you ever pick up the phone.
Every lead includes
Full name
First and last name of the enquirer
Phone number
Verified UK mobile or landline
Email address
Validated and deliverable
Advice required
Consolidation, drawdown, at-retirement or review
Pension / investment value
Banded value of existing pension pots
Amount available to invest
Lump sum or monthly contributions
Primary objective
What they want retirement advice to achieve
Employment status
Employed, self-employed, approaching or in retirement
You set the criteria.
Criteria are agreed in writing before the first campaign pound is spent. If an enquiry lands outside them, it is replaced, not argued about.
Book a callPot value
Minimum pension value set by you, £50,000 by default
Age band
Typically 45 to 75, adjustable to your proposition
Objective
Consolidation, drawdown, at-retirement or transfer review
DB transfers
Defined benefit transfer enquiries excluded by default
