The Right Retirement Plan
The Right Retirement offers an all-inclusive service meaning you can retire with peace of mind knowing that your clients and beneficiaries will continue to be looked after.
The proposition also ensures your beneficiaries still receive an income should the worst happen to you before or during retirement.
How we can help
At The Right Retirement we provide more than just retirement solutions, we also deliver on the following areas.
Retirement
After a successful career you maybe considering retiring. We can help you retire and still maintain the income you had as if you were working. We look after your client book.
Illness
Nothing worse than being ill, especially when self employed. Here at The Right Retirement we can cover your client book whilst you’re unwell. That’s one less thing to worry about.
Locum Service
Spend the time with those you love doing the things you love and we’ll focus on ensuring your clients are managed, handled and worked with professionally.
Hybrid Retirement?
Do you want to retire off one product? Have you had enough with lenders and want to focus on another product, or visa versa
What our advisors say
Don’t take our word for it, here is what our advisors have to say about working with us.
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. The transition from working full time to retiring was made so much easier and smoother with the help of the team lead by Sam Clark. Signing up to the Retirement Plan has enabled me to feel safe in the knowledge my clients will be looked after and offered continuity of service within the network. 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.”
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 experience, 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 !
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. The transition from working full time to retiring was made so much easier and smoother with the help of the team lead by Sam Clark. Signing up to the Retirement Plan has enabled me to feel safe in the knowledge my clients will be looked after and offered continuity of service within the network. 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.
How we can help you.
If you are looking for an increased and sustainable income throughout your retirement, having an external partner providing a whole of market and holistic offering will ensure you achieve this.
We are an established specialist in the market, capable of working with your business model and delivering excellent customer outcomes on all product areas.
Getting Started
To start your journey to The Right Retirement it all starts with a conversation with our retirement specialist Kevin.
Introducing The Right Advice
When it comes to your clients you’re going to want know that they are in the safest possible hands. Our advisors at The Right Advice operate under the values of trust, respect, partnership and opportunity meaning you can be confident that your clients will be well looked after.
Amy Wilson
Director
Sam Clark
Director
Kevin Dennis
Director
Get in touch
Complete your details to find out more about this fantastic opportunity
