RMT Direct Leads - Pension Leads
Pension Leads
Our Pension Leads are open to all types of Financial Advisors including: Independent Financial Advisors, Restricted Whole-of-Market Advisors and Restricted Advisors.

Since 2013, RMT Direct Leads have generated in excess of £285 million* worth of funds under management.

For all Pension Leads we offer - Book Now. Pay Later.

Call 020 3468 4215 or complete our Enquiry Form for more information.

RMT Direct Leads call centre opening hours 9:00am-4:30pm weekdays. Please leave a message outside these hours.

What is a Pension Lead?

A potential customer that has expressed interest in financial advice and would like to speak to an Independent Financial Advisor or Restricted Advisor relating to one or more of the following areas:

  • Pensions
  • Retirement Income Planning
  • Pension Income Drawdown
  • Annuity Purchase
  • Pension Transfers
  • Pension Review
  • Retirement Income Planning
  • Final Salary Pension Scheme Advice*
  • *Optional

    How does RMT Direct Leads generate Pension Leads?

    Pension Leads
    RMT Direct Leads operates RegulatedAdvice.co.uk and IFA Direct Home and generates the leads through social media advertising and a paid search campaign on Bing and Google search engines.

    IFA Appointments
    Targeting individuals,the professional RMT Direct Leads telemarketer is calling from IFA Direct Home on behalf of your firm, using opted-in GDPR compliant data. We use an initial call to explain the benefits of a Financial Health Check to generate interest. In a second call, clients that request a Financial Health Check are confirmed and then referred to our Financial Advisor members. Appointments can be rejected should the pension fund fall below a minimum size.

    How much do our Pension Leads cost?

    Fixed price leads / appointments:
    Pension Leads - £100 per lead (no VAT)
    Final Salary Pension Scheme Leads - £165 per lead (no VAT)
    IFA Appointments - from £390 to £450 (no VAT) depending on the size of investable assets.

    Variable price leads based on the size of investable assets:
    For pricing per lead please visit www.regulatedadvice.co.uk/advisors/

    What is the conversion rate?

    Pension Leads
    At RMT Direct Leads we gather feedback in various ways to confirm our conversion rate which stands on average at 30% converting into a face-to-face meeting. Overall conversions to business are 20%.

    IFA Appointments
    Current Pension Appointments conversion rates at RMT Direct Leads hover around 60-80%. See 2015 IFA Feedback Survey.

    Since I began taking appointments from RMT in 2014, I have had a steady supply of appointments relating mainly to pension reviews. Overall, I have been very happy with the quality of these appointments and they have been invaluable in helping to build up my client bank over the past year. Whilst the size of the pension pots vary considerably, I would say that on average, I generate around £10,000 to £15,000 worth of fees per 10 appointments (Costing around £3,500). With my last 10 appointments, I expect to write business generating something in the region of £13,000 in initial fees and many of these clients will go on to become long term clients, paying on-going advice fees. Graham Thompson - Huntington Ross - York

    Your conversion rate will, of course, depend on your individual ability.

    How many leads will you buy each month?
    Possible percentage conversion rate? %
    How much is an IFA Lead fee worth to you? £  
     

    Which means the number of sales you generate will be (not including other business):
    And that means the total amount of business generated equates to (not including other business): £

    Book Now. Pay Later.

    Book Now. Pay Later is available for Pension Leads and Pension Appointments.

    Reduce delivery risk and get cashflow positive by booking your campaign and then only paying for your lead only after the appointments is sat or the lead delivered!

    For more information call 020 3468 0215.

    Customer Satisfaction Survey

    Latest Customer Satisfaction Survey relating to IFA Direct ® Pension Appointments carried out September 2015.
    See 2015 IFA Feedback Survey.

    Testimonials

    My name is James Paul and I have worked alongside RMT since October 2014. Back then I had only recently started out as an IFA and I was eager to grow my business quickly. I did not really have the time to wait for my relationships with other industry professionals to start showing some fruit by means of them referring their clients to me. I wanted to see clients as soon as possible. I found out about them online after I had become frustrated dealing with other companies that did the same thing. I did not want to rely on one company to book appointments for me because I could end up not seeing any one if they weren’t any good. The difference is most of the other companies made me pay for the appointments up front, only for them to cancel and leave me out of pocket while they promise to replace it. This would go on for weeks at a time. After a while, I found that not only were RMT good at book appointments, and filling my diary, the feedback I would get about their staff from the prospects was that they were always professional, I have made it work for me so that I have only been using RMTs appointment booking service over the past few years.

    Since October 2014 I have spent just over £40,000 with RTM in them helping me to grow my business and acquire new clients.

    Since I started with them I have made just under £130,000 from just adviser fees alone and I have made some great new relations with new clients that add value to my business.

    I would again, and have done in the past, recommended them to other advisers who have been wanting to grow their business.

    I have enjoyed my journey with RMT and I genuinely thank them for being consistent in booking appointments for me over the years, and for their professionalism in dealing with nervous prospects.

    James Paul - Wealth Manager - West Midlands

    I have taken pension appointments from RMT over the last 2 years and have found their appointments excellent. I have 28 years experience as a financial adviser and can categorically state that I have a 99% conversation rate(yes it is 99% I am very good at my job) and average income per appointment in excess of £2500 which also includes other types of business transacted with the client. There may be times when the appointment does not happen with clients cancelling the appointment for whatever reason but RMT are diligent in reappointing. Keep up the good work and look forward to more profitable appointment now and in the future. If anyone who wants to use RMT please contact me if you want to verify or discuss.

    Peter C. Sykes - Financial Advisor - Yorkshire

    RMT Direct Leads provides a professional service that is thorough for both the client and myself. The actual appointment making is second to none for booking and follow up.

    David Rogers - Cheshire Wealth Partnership - Cheshire

    Excellent service and way ahead of competitors, client feedback is very positive. Please do not let the standards drop.

    Chandan Hinduja - True Potential Wealth Management - Middlesex

    We have been dealing with RMT Direct Leads now for about 3 months and all I can say is we have been flabbergasted by the service we have received. A combination of great leads in our selected postcodes, efficient diary management, appointment booking and great service all round. They really have transformed the way we run our business and we hope to continue our working relationship with them long into the future.

    James Tomlinson - JT Private Finance - Doncaster

    I use RMT Direct Leads for pension leads in my area, the calls are of good quality and the feedback regarding the sales staff is very positive. I have increased my income since using their services. I highly recommend them.

    Mark Horner DipPFS - Estate Asset Management - South Wales

    What I like is the low number of no shows as clients generally call or text to cancel appointment, saving me a wasted journey. Appointment quality is generally good, with nearly all clients happy to review all areas of finances with a number of needs that I am able to address.

    Imran Ashraf - Wealth Management Consultant - Guildford

    The quality of notes is great. Very accurate and it is evident that the appointment maker is having good conversations with the prospect.

    Vinny Lall - The Chambers Partnership - Macclesfield

    Its the wheel of fortune with your services some you win some you lose. But you have to average it all out in the end and then it makes sense.

    Richard Paylor - HIA International - Bedford


    *6,477 Financial Advisor appointments were booked between March 2013 and May 2018, giving a total of £285 million worth of fund transfer opportunities.

    Enquiry Form






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