INVESTMENTS & PENSIONS
For financial intermediary use only .
defined benefit pension advice REASONS TO REFER YOUR CLIENTS
HUB Pension Consulting is a trading name of HUB Financial Solutions , and specialises in defined benefit pension advice . So far , we ’ ve advised over 17,000 people .
What ’ s our service ?
Sometimes , when you speak to a client , the help they need might be just a bit too specialised . It might not be something you can do yourself . But that doesn ’ t mean you can ’ t help your client .
With our referral service , you can pass your client onto a trusted partner . We ’ ll explain the options available to them and are on-hand to offer advice to help deliver the best possible outcome for them .
We can offer your clients our free-of-charge triage or abridged advice services , or , if required , a full advice service .
We ’ ll never forget that the client ’ s yours , but will always provide them with a high-class service .
Plenty of benefits for you and your clients
By referring someone to us , you ’ ll be able to :
• Support more clients
• Retain ownership of your clients
• Stay informed about their progress
• Receive an introducer fee of up to 35 % of the advice fee *
Meanwhile , your clients :
• Won ’ t have any obligation to receive full advice
• Understand the key information before any fees are due
As for the costs ?
There isn ’ t one for our triage and abridged advice services . They ’ re both free for your clients to use .
Choosing our full advice will cost 2.5 % of the first £ 500,000 of a transfer value ( regardless of whether a transfer is completed or not ), and 1.5 % of anything above £ 500,000 . This is subject to a minimum fee of £ 3,000 and maximum fee of £ 15,000 , with no VAT due .
Who are HUB Financial Solutions ?
HUB Financial Solutions are part of Just Group plc , and our sole focus is finding the best outcome for people approaching or in retirement . We ’ re regulated by the Financial Conduct Authority .
Find out more about HUB defined benefit here .
Give the HUB Pension Consulting team a call or email them :
Call : 0800 995 6024 . Lines are open 9am to 5pm , Monday to Friday Email : dbrefer @ hubpc . co . uk
* Introducer fees are only paid when a customer proceeds to full advice , and then regardless of whether a transfer is completed or not . Introducer fees are set at 10 % of the advice fee if you pass the case over to us , and 35 % if you maintain their letter of authority .
JM02126 04 / 2024
MAY 2024 | 19