Profile Financial Solutions has introduced a free scheme for the wills and probate industry, allowing professional will writers to offer their clients a free pension review whilst writing their will.
It is estimated that over 10 million people throughout the UK have a highly charged, yet poorly performing pension, and many would like their pension system to be reviewed by an expert.
The Will Writers Advantage programme allows you to provide your clients with a complete pension review free of charge, alongside the will writing services you offer them.
Offering the free pension review is simple — just ask your clients to complete a single page Letter of Authority, and we can handle the rest!
Profile are Financial Conduct Authority (FCA) regulated, with our own full time compliance officer in-house. Our team have thus-far enabled thousands to improve their pension.
Our payment to you will be given on receipt of a qualifying Letter of Authority, requesting a free pension review. A further payment will be made on successful transfer of your client’s pension.
For further information or to arrange a meeting to discuss the scheme, as well as receive a Will Writers Advantage brochure, please contact Karen Babington at karen.babington@todaysconveyancer.co.uk or call 07831795422.
