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Gatsby Financial Solutions | 3
Foreword
Contents
3 Editor’s Foreword
4 Profit from Pensions
The pensions industry is a huge
business for those involved in it.
But what is it and what does it
involve? T
he pension market is a multi-billion pound industry with many interesting and often
complicated facets. At a high level, the industry faces many challenges in terms of an age-
ing population, greater regulation and political intervention as well as a growing shift by
5 As easy as ABC
Looking for new revenue? Have
employers away from occupational “company” schemes to workplace personal pensions.
you ever thought about pensions?
Just because you are a mortgage
The current economic climate has also seen the value of our pensions reduce, compounded
broker doesn't mean you should
with the challenge of people finding spare money to contribute to long term sav-
exclude it. And pension referrals
are as simple as ABC, as Gatsby ings when they are probably more concerned about whether they will still
Financial Solutions explains
7 Gatsby Financial Solutions
have a job next month or not.
A company profile
The bottom line therefore is that there has never been a better time for
finance professionals to encourage their clients to review what pension
arrangements they already have. Not necessarily with the intention of
new monies being paid into the funds, but as a minimum, to ensure
that the pension provider they have entrusted with their funds, is
performing as well as they should be.
Of course many of you are mortgage brokers and are not
qualified to give advice on pensions. But you could still provide
your clients with a service regarding pensions by referring them
to a company that can advise them on whether or not they are
making the most of their retirement provision.
November 2009
Editor
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A supplement In Association with Gatsby Financial Solutions
www.mortgageintroducer.com November 2009 Mortgage Introducer
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