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Gatsby Financial Solutions | 5
As easy
as ABC
Looking for new
revenue? Have you ever
thought about pensions?
Just because you are a
mortgage broker
doesn't mean you
should exclude it. And
pension referrals are as
simple as ABC, as
Gatsby Financial
Solutions explain
B
eing a mortgage broker is a very time
consuming role, especially for small-
er firms. You are a salesman, market-
ing expert, admin assistant, and tea
maker all rolled into one. So, if you
are trying to run a business and look for new ensure that the pension provider is performing Using Gatsby for pension transfer referrals is
revenue at the same time, it can be very diffi- as well as it should be. If you're not regulated like having a pension expert sitting in your
cult. to advise on pensions that doesn't have to stop office, but without having to pay them!
With the credit crunch still affecting many you. That's where Gatsby Financial Solutions The process is very simple. If you want to
businesses, mortgage brokers are looking to can help you. Refer clients to us and we will sign up you can visit www.gatsbyfinancialsolu-
diversify now more than ever. One area of busi- pay you commission. tions.com and fill in a short registration form.
ness which has started to become more fash- Once your application has been processed,
ionable is to offer clients a pension review. Not The process which takes between 24-48 hours, you will be
necessarily with the intention of new monies Gatsby Financial Solutions offers a pension provided with your log-in details.
being paid into the funds but as a minimum to transfer referral service via it's online portal. Then it is just a matter of asking your clients a
www.mortgageintroducer.com November 2009 Mortgage Introducer
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