Our Services For Introducers

This information is provided for Accountants, Actuaries, Brokers, IFA’s, Insurance Companies, Solicitors and others who have clients who could benefit from our professional services.

Why introduce?

Through introducing appropriate clients to The Annuity Bureau, you can help your clients and your business. By providing easy access to our specialist advisers, who can be trusted to provide a professional service, you enhance your own relationship with the client and help them to maximise their income in retirement.

As a specialist in one area of financial planning, and in addition to having highly experienced advisers, we are able to negotiate improved terms with product providers. These improvements in product terms are one of the ways that we can make a difference.

The Annuity Bureau services range from products at the point of retirement to care funding.

We offer specialist advice and brokerage services on fee and or commission remuneration terms and can pay revenue shares to introducers.

How does it work?

In essence, once you refer a client to us for a service, we provide that service from start to finish. For example, we will provide any advice, take full compliance responsibility and arrange any transactions in connection with the requested service.

We can tailor the way we deal with you to suit your requirements. For example, you can choose to be given copy correspondence to keep you informed of progress, select our website to transact business and be provided with tailored management information.

You must register with us before you can use this service. For further information, including registration details, please contact Georgina Denny (Business Development Manager) or Peter Magliocco (Associate Regional Director) on 0845 602 6263. You can also contact us via email.