Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Niche
Lead magnet templates for pension advisers
People approaching retirement want to understand their choices before they talk to anyone. These examples cover tracing pensions, income options, charges, emails to clients and review templates. None of them is advice.
Pension words cheat sheet
Cheat sheet for pension advisers
For pension advisers who want people who feel lost in pension jargon to find them.
Client email scripts
Email scripts for pension advisers
For pension advisers who want to keep first conversations from fading out.
Pension tax at retirement guide
Guide for pension advisers
For pension advisers who want people about to take money from a pension to find a clear, honest explainer.
Pension review agenda template pack
Template pack for pension advisers
For pension advisers who want people to arrive at a review with the right papers and the right questions.
Hard pension questions swipe file
Swipe file for pension advisers
For pension advisers who want to explain hard things clearly without giving advice before they know the person's situation.
Buyer's guide to choosing a pension adviser
Buyer's guide for pension advisers
For pension advisers who want to be chosen on clarity and fair terms, not on the lowest fee.
Annuity, drawdown or a mix decision guide
Decision guide for pension advisers
For pension advisers who want to speak to people who are about to choose how to take a retirement income.
Pension scam traps list
Mistakes list for pension advisers
For pension advisers who want to protect the people they talk to from pension scams.
Five years to retirement roadmap
Roadmap for pension advisers
For pension advisers who want people to start planning years before they stop work.
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