financial harm. The adviser can then advise that a specialist adviser will be in touch, they can add the same to their client letters and fill in the form to refer the client across. This all takes just a couple of minutes. We also have a no cross sale guarantee which might alleviate any concerns you have about referring to a more local adviser. Anything else to add….? Yes, this is profitable too! We share 33% of all the indemnified upfront commission which can be hundreds of pounds. It must be almost cheaper to refer than actually write new business, so: 1. It’s the right thing to do for your client 2. You have a regulatory responsibility to do this under the Consumer Duty 3. You have a commercial opportunity that can help drive revenue and really add value to your client offering. What’s not to like? We’d be delighted to hear from you! If you would like to find out more, or to refer a client:, please get in touch using the details below: • Email • 0808 196 8837 • Or visit their page on our website 13 SUMMER PROTECTION NEWSLETTER
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