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Pension Leads

RMT Direct Leads booked 7,464 pension appointments between 2013 and 2020 generating hundreds of millions worth of pension transfer opportunities for its partners.

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 34%. 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 an pension 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): £


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

    For more information call 020 3468 4215.

    April 2019 to April 2021 Financial advisor leads (South England) - Sample 2045 - 27% referral rate. (34% excluding General Financial Advisor leads) £180,000 average portfolio size. Edward Leyland - Liverpool - Tilneys


    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 and RMT Group Limited. 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.