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Pension Leads

RMT Direct Leads have generated in excess of £339 million worth of pension & investment transfer opportunities for its partners since 2013.

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

  • 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 Pension Comparison, Financial Advisor Direct and Regulated Advice and generates traffic through a paid search campaign on Google Ads.

    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.

    The referral rate for Pension Leads is 27%. The avarage 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): £


    Book Now. Pay Later is available for Pension Leads.

    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.

    April 2019 to April 2021 Financial Advisor Leads (South England) - Sample 2045 - 27% referral rate. £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.