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Pension Leads

RMT Direct Leads have generated in excess of £321 million worth of pension & investment transfer opportunities for its partners since 2013.

Data accrediations
  • ICO registered business
  • Data Protection Officer registered with Gibraltar Regulatory Authority
  • GDPR compliant sourced data
  • TPS & CTPS data checked monthly

    • 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.

    Pension Leads

    RMT Direct Leads operates RegulatedAdvice.co.uk and Financial Advisor Direct and generates Financial Advisor Leads that include Pension Leads through a paid search campaign on Google Ads. We do not generate traffic through Facebook as this leads to lower referral rates. We do not generate leads at the weekend as this can lead to lower contact rates.

    Financial Health Check Appointments

    Through a mixture of inbound leads and by targeting individuals using opted-in GDPR compliant data. We use a professional telemarketer trained in financial services to explain the benefits of a Financial Health Check (FHC) to generate interest. Approx 80% of the FHC appointments are pension related.

    We charge a fixed price per lead. £100 (no VAT) per lead.

    We charge a fixed price per appointment. £390 to £450 (no VAT) per lead, depending on fund size.

    Please call 020 3468 4215 for further details.

    You can opt out of receiving debt, mortgage advice, equity release and final salary enquiries if required.

    Pension Leads

    Current referral rates at RMT Direct Leads hover around 40% for Pension Leads. This means either going to an appointment or a second telephone call. Average portfolio fund size (investments and pensions) is £180,000 in southern england & £125,000 in the midlands and the north.

    Financial Health Check Appointments

    Current Financial Health Check Appointments conversion rates at RMT Direct Leads hover around 70%. Average pension fund size is £50,000.

    Your conversion rate will, of course, depend on your individual ability to convert a pension review into a case that can be submitted.

    How many leads will you buy each month?
    Possible percentage conversion rate? %
    How much is an Pension 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 is available for both Pension Leads and Financial Health Check 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 4215.

    March to October 2019Financial Health Check Appointments (CV, LE & NN) - Sample 27 - 1 rejected. 75% conversion rate. £75,000 average pension fund size.

    August/September 2019 IFA / Pension Leads ~ IFA Direct Home (SE, London) - Sample 21 - 1 rejected. 10 referred for appointment or second call. 50% referral rate.

    August 2019 IFA / Pension Leads ~ IFA Direct Home (NW, Yorkshire, SE, East of England, London) - Sample 91 - 11 rejected. 32 referred for appointment or second call. 40% referral rate.

    July 2019 IFA / Pension Leads ~ IFA Direct Home (NW, Yorkshire, SE, East of England, London)- Sample 112 - 15 rejected. 50 referred for appointment or second call. 52% referral rate.

    May 2019 IFA / Pension Leads ~ IFA Direct Home (East of England, SE, London, SW) - Sample 91 - 15 rejected. 21 referred for appointment or second call. 27% referral rate. £180,000 average portfolio size.

    April 2019 IFA / Pension Leads ~ IFA Direct Home (East of England, SE, London, SW) - Sample 38 - 2 rejected. 9 referred for appointment or second call. 27% referral rate. £180,000 average portfolio size.

    Enquiry Form

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