The Introducer Process

If you firm is already*registered as Trusted Introducers then you should have login details to access our Protectionhelp referral portal via the following link Access Referral Portal.

If you don’t have your password then you can immediately generate a new one by following the ‘forgot password’ instructions. You will only need your email address to do this.   

*If your firm has not already registered as a Trusted Introducer to Pensionhelp or Protectionhelp then please could you do so via the following link Apply To Become An Introducer.

We will complete a fact find with your client to understand their family circumstances, finances and any protection that they already have in place. In particular, we will discuss their priorities for protecting their family in the event of them being unable to work, illness or death. For business owners, we will also explore what may happen to the business in the case of illness or death of the client or their business partner.

Once we have details about what you are looking to achieve, we will put together a plan which will meet your client’s aims. Once this plan is complete, we will discuss this with your client to make sure it is in line with their objectives and budget. If it is not, we can discuss the areas that they wish to change and agree any revisions with them.

Once we have agreed all the areas that they wish to protect we will issue a formal recommendation to the client and send you a copy of this by email. As we are independent Financial Advisers, we can research the whole market to obtain favourable terms and rates.

If your client is happy with our recommendation, we will help them to complete the required forms and set up the plan. If they proceed with any policy that we recommend we will receive a commission from the product provider. Details of this will be stated in the policy’s illustration.

Following the policy (ies) going ‘on risk’, we will receive our commission. Once our accounts team has verified the commissions received they will arrange for the payment of your introducer fee.

Pensionhelp will retain the agency for any policy that we set up. However, if you need to obtain information on this in the future you can do this with your client’s authority.