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Full Retirement
Whether you’re ready to step back now or ease out gradually, we’re here to deliver the same five-star service your clients know and trust. We support your clients in more ways than one, from protection advice enhanced with options like private medical insurance to exploring lifetime mortgages alongside their remortgage needs. We help you extend your offering, but one thing never changes that your clients remain yours.
Making the decision to retire from my business was relatively easy. The hard part was working out what I was going to do with all my clients. I approached The Retirement Plan team to discuss my options and we worked together to migrate my clients gradually as I began to wind down my work.
They kindly worked with me over about 6 months to allow me time to manage the process and client expectations in a way I was comfortable with. It was important to me that they had a good service proposition, as I had worked hard over the years to build up my reputation and client bank, and didn’t want to let any clients down.
It has given me the financial freedom to take some time out and work reduced hours in the future, whilst receiving a passive income stream. It’s now six months since I stopped advising and I still get new enquiries and these also go to the Retirement Plan team. This is because I trust them to take care of my business interests and look after the clients I refer to them.
After nearly a year referring to Sam and the team I can honestly say I have tried and tested them and it really does work.
Hybrid
You’re not ready to fully retire, but you’d like to focus on:
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One product area,
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Reduce your workload,
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Spend more time with your family
This route could be exactly what you need. Our team of specialist advisers will take care of your clients for you and you’ll receive 50% of the commission.
Having built up a healthy client bank I was concerned about what would happen when I retired! Happily TRM had launched the Right Advice team and the retirement package. I can confidently say that it is the best decision I have made since leaving another network (PTFS) to join TRM 6 years ago!!
I have a lovely dedicated adviser who is experienced, knowledgeable and great with my clients. I am kept informed on a regular basis about the pipeline and completions. More importantly I am paid a very healthy fee per case.
The feedback I am getting from my clients (mostly family and friends) is 100% positive!
Locum Agreement
Life happens!
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Maternity leave
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Paternity leave
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Ill health
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Extended time away
You want your clients to be looked after while you’re out. That’s exactly why we’re here. We’ll take care of your clients needs throughout your time away and when you’re ready to return, your clients will be right here waiting for you.
I am so pleased with The Right Advice, you guys couldn’t be more helpful and supportive and are a great addition to my business and my clients.
Why join us?
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50% new-business commission and 75% trail commission
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No contracts, no tie-ins — free to join and free to leave
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Monthly sales reports and monthly commission runs
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Access to a national team of specialist advisers across mortgages, protection, PMI, later-life lending, equity release, second charge and bridging
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A dedicated adviser with regular communication and support on tricky cases
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Head office support and ongoing updates
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Marketing team to keep your clients engaged and uncover new opportunities
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Death-in-service benefit — your beneficiaries receive 50% of all future commission for 3 years
