Pension rEview/release

LRXS offers unmatched quality pension review appointments, both telephonic as well as face to face. We have different options for you to choose from but "pension appointment" is our forte. We put you in touch with individuals who have pensions with a minimum fund value of £10k, who're not satisfied with their underperforming pension plan & are happy to speak to an expert who could help them, get a better plan or simply place their pension funds into something more lucrative. You get all the relevant information before you call them so you could study the case properly & go back to the customer with some figures, plans or what have you.

Criteria

• Must have a pension
• Must be interested in reviewing their current pension
• Must have minimum of £10k in the pension pot
• Shouldn't be drawing any funds from the current pension
• Should be less than 63 years of age
• Must have more than 5 years left until retirement
• No Civil Service / No Stakeholder Pensions/ No Final Salary Scheme
• Must have agreed to speak to an IFA to get their pension plan reviewed

We have a small team who specialises in generating appointments for these products & they work very closely with our current clients who in turn educate them time to time so they're up to date with the new guidelines, rules, etc. and are able to handle any of the client's queries or objections with confidence.

We don't tie you in any kind of contracts or long term agreements so that you're comfortable dealing with us & that it's easy on you to pull out or stop buying when you like.

Process

• To ensure you get only the best we have a very robust verification process in place. Every lead gets verified by the floor manager to check the quality is up to the mark & the lead is within the specified criteria.
• All the calls are recorded & monitored by our compliance team to maintain high quality standards plus to consistently improve performance & quality.
• The leads are sent to you in real time either via email or live transfer (Hotkey).
• All the leads are exclusive i.e. they are never resold

Replacement terms

Apart from wrong numbers, deadlines & duplicates, we have a replacement guarantee in place for leads wherein customers aren't interested in speaking with you or it turns out the lead is outside the agreed criteria due to something which the customer didn't tell us before.