Client email templates
Email scripts for financial advisors
For anyone who sells to advice firms and wants advisors on their list.
Case study
From five old pensions to one clear retirement plan
How to use this case study
Share it with people in their fifties who have pensions from several old jobs. It shows the care you take before anything moves, which builds trust before the first meeting.
What is inside
Where they stoodThe couple were both fifty six, with seven jobs between them since they left school.
How the pensions were tracedEvery letter, payslip and old contract they could find.
What was checked before any moveBringing pensions together can make them easier to manage, but not every pension should be moved.
The plan they agreedThe pension with a guaranteed annuity rate
What any saver can take from itList every job you have had: Each one may have left a pension behind.
Three title ideas for your own version
From five old pensions to one clear retirement plan
How one couple tracked down their old pensions
What happened when we brought five pensions together
Where to promote it
LinkedIn postsyour newsletterlocal business groupstalks at workplacesan email to clients' friends and family
What goes in a financial adviser case study?
One client story from start to finish: where they stood, how their pensions were traced, what was checked before any move, the plan they agreed and what other savers can learn.
Make this case study your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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