Adviser / Introducer Support

Partnering With Advisers Worldwide. We work with financial advisers and introducers across the UK and overseas to provide specialist pension transfer and retirement planning services for their clients.

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DB transfer expertise

Expertise in DB pension transfers — fast, compliant, and thorough.

Global experience

We've worked with advisers and clients in over 30 countries.

Efficient turnaround

Typically 5–10 working days once all information is received.

Triage Stage

A non-advised, educational stage (video + client confirmation) to ensure clients fully understand the risks before progressing to advice.

Initial Information Gathering

We obtain all relevant scheme and client data, including CETVs, State Pension forecasts, and details of their financial background.

Adviser Consultation

A structured call with the client to explore their motivations for considering a transfer, alongside their wider financial circumstances and long-term objectives.

Research & Advice Report Drafting

Comprehensive analysis of scheme benefits, transfer risks, and retirement objectives, leading to a detailed draft report.

Internal Peer Review

Every case is subject to compliance review, ensuring our recommendations are robust, well-documented, and defendable.

Final Report Issue & Follow-Up

The final report is issued with clear next steps. We remain available for follow-up queries and additional consultations.

Who can introduce clients to Purely Pensions?

We work with regulated financial advisers, introducers, and wealth management firms across the UK and internationally. Our service is designed for firms who need specialist pension transfer and retirement planning expertise for their clients.

How quickly can you turn around a case?

Once we have received all scheme and client information, our typical turnaround time is 5–10 working days for a full advice report.

How do you ensure compliance?

All cases go through our 6-step process, including an internal peer review by our compliance team. This ensures our recommendations are robust, FCA-compliant, and fully defendable.

Do you work with clients based overseas?

Yes, we have supported advisers and clients in over 30 countries, providing specialist knowledge of cross-border pension transfer requirements.

What ongoing support do you provide after the report is issued?

We remain available for follow-up queries and additional consultations. Our role is to make the process as smooth as possible for both you and your client.

How do you charge for introducer cases?

We operate a transparent fee structure, which varies depending on the complexity of the case and the level of work required. A full fee schedule is available upon request.

Do you communicate directly with my clients?

Yes. We can arrange structured adviser consultations with your client to explore their motivations, goals, and wider financial situation. We are always transparent and ensure you are fully updated throughout the process.

Want to partner with us?