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Pension Leads

RMT Direct Leads booked 7,464 pension appointments between 2013 and 2020.

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

A potential customer that has expressed interest in a new pension, pension review, annuity purchase or income drawdown and would like to speak to an independent financial advisor or restricted advisor.

RMT Direct Leads operates :

Financial Advisor Direct

Regulated Advice

Leads are generates traffic through a paid search campaign on Google Ads.

Please call 020 3468 4215 for further details.

Financial Advisor Direct - Congratulations! You have just acquired a new lead

Enter postcode:
Areas of advice:
Full name and surname:
Telephone:
Email:
Your pension pot / fund size (if applicable):

  • Real time issuance of leads via email, text and RMT Group web portal
  • ICO & Gibraltar Regulatory Authority registered business
  • GDPR compliant sourced data

  • The referral rate for pension leads is 36.5%. The average portfolio fund size is £180,000.

    NOTE: The referral rate refers to a second call or meeting.

    How many leads will you buy per year?
    Possible percentage referral rate? %
    How much is a converted lead fee worth to you? £  
     

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

    Financial advisor leads (South England) - Sample 2045 - 27% referral rate - £180,000 average portfolio size. This was measured between April 2019 and April 2021. This was reported by Edward Leyland, Tilneys (Liverpool) during this time. In a sample of 351 financial advisor leads in 2022, 91 were general financial advice (GFA) leads giving an overall percentage of 26%. GFA's are the lowest quality leads with minimal referral rates. We no longer supply these and filter them out at source. This would increase ROI to the advisor by increasing the referral rate to 36.5%.

    NOTE: The referral rate refers to a second call or meeting.

    Yes. We offer weekly in-arrears payment terms for all types of financial advisors.

    For more information call 020 3468 4215.

    Financial advisor leads (South England) - Sample 2045 - 27% referral rate - £180,000 average portfolio size. This was measured between April 2019 and April 2021. This was reported by Edward Leyland, Tilneys (Liverpool) during this time. In a sample of 351 financial advisor leads in 2022, 91 were general financial advice (GFA) leads giving an overall percentage of 26%. GFA's are the lowest quality leads with minimal referral rates. We no longer supply these and filter them out at source. This would increase ROI to the advisor by increasing the referral rate to 36.5%.

    NOTE: The referral rate refers to a second call or meeting.

    Enquiry Form

    An enquiry should only be made by an authorised advisor. Your information will be used to contact you about the services we provide, through the contact methods you select above. By submitting above you agree to share your details with retail clients. We do use a third party to handle and store your personal data on behalf of RMT Group (UK) Ltd. Please call us or reply to any communication from us if you no longer consent to us storing your data or contacting you. *These fields are required for the form to be submitted.