Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Email scripts
Emails for clients who go quiet
How to use this email pack
Share this in adviser groups or on LinkedIn. It suits advisers who lose enquiries when people go quiet after a first call.
What is inside
Replying to a first enquiryThank you for getting in touch about your pensions.
Confirming the first meetingYour meeting on [date]: what to bring.
Asking for missing statementsThe papers we spoke about.
A nudge after silenceChecking in.
After a meetingA summary of our conversation.
When a client mentions a suspicious callAbout the call you mentioned.
Before an annual reviewYour review on [date].
Closing a quiet enquiryLeaving things with you.
Three title ideas for your own version
Emails for clients who go quiet
Pension adviser email templates
Eight messages every pension adviser needs
Where to promote it
LinkedInadviser networksyour firm's compliance teamnewsletters
Why give advisers email templates?
People often ask about their pension and then go quiet. Clear, polite messages keep the conversation going without pressure.
Make this email pack 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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Pick one, change the words, publish.
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