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simple question such as "When did you last
review your pensions?" or "Would you like a
free pension review?" By providing the introducers with
Once you have confirmed to your clients that
they will be receiving an email and then a
phone call from our pension specialist, you can a real-time online system and
enter the details onto the system. This only
takes about 60 seconds and consists of record-
ing some very basic information about your assistance with marketing, Gatsby
client.
Your clients will receive an email outlining
the service, therefore it is important to remind is able to help brokers and other
introducers build their businesses
much quicker than if left on their
own
your clients about the email. Any referrals is by offering a branded web page
clients who do not have access to where clients can input their own details. Client
email will receive a letter instead. details are allocated to that broker's account,
Existing pension providers will be which means they could earn income without
approached to provide specific infor- even having to fill in the referral form. We will
mation about clients' funds and the even work with the introducer on their market-
transfer value for each policy. Once ing campaign with a range of leaflets and email
all these details have been collated, marketing strategies.
the information is analysed, By providing the introducers with a real-
overviewed for compliance purposes time online system and assistance with market-
and a recommendation prepared. ing, Gatsby is able to help brokers and other
If it is better for the client to transfer introducers build their businesses much quick-
to a new provider, then this will be dis- er than if left on their own.
cussed with the client and completed on
their behalf. Commission
The whole referral process is very easy and
Support should the lead result in paid business, the
The portal has been designed to flow so that money is split between the broker, Gatsby and
the introducers do not have to spend a lot of our selected pension advisers. The broker will
time submitting referrals and taking them earn 1.5% of the pension pot with an average
away from their core business. You can case size of £25,000 therefore earning the bro-
submit a referral in under one minute, ker £375.
depending on your typing speed! Although some of our existing introducers
Once the referral is in our system, our did use local contacts, they found that the sup-
selected advisers will do all the necessary port given by Gatsby allowed them to process a
work involved. much larger number of cases, which in turn
Each introducer registered with us resulted in them earning more commission.
will benefit from having a Business Once commission has been paid for a suc-
Development Manager and a unique cessful transfer, the introducer will receive pay-
web-based online referral portal. The ment within 5 working days of the money
system is updated in real-time by the being received by Gatsby.
pension specialists we work with, Moving forward, we are looking at provid-
which allows the introducer to monitor ing additional products and services to help
the progress of their client's case at compliment the core business of pension
anytime, day or night. transfers.
All the technology is based in the UK Starting any new venture can be a challenge
and as it is all dealt with in-house, it is at first, but we pride ourselves on helping to
possible to respond to feedback from educate introducers so that they can earn more
the introducers in order to potentially money from pension referrals and hopefully
offer new features to the system. increase their core business too.
One of the ways in which we are Just visit www.gatsbyfinancialsolutions.com
assisting brokers in obtaining more and register. It's as easy as ABC.
November 2009 Mortgage Introducer www.mortgageintroducer.com
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