The easy way to support more clients

Presented by

Malcolm Tyrrell, Matt Halksworth

About this talk

The benefits of working with a referral specialist Have you ever had to turn away clients wanting advice outside your business model? This service means you don’t have to. The referral service provided by HUB Financial Solutions, part of Just Group, can help you support later life clients who may not fit neatly into your business model. Watch this webinar to learn how HUB Referral Solutions offers benefits to you and your clients. Clients can receive expert, no obligation advice on equity release, retirement income planning or care funding. And you can be confident of retaining ownership of the client, the service quality and will receive a referral fee on all completed cases. Watch this webinar with Malcolm Tyrrell, Equity Release Specialist at Just, and Matt Halksworth, Head of Customer Solutions at HUB Financial Solutions, to learn more about this service. They’ll discuss the range of services included, how to refer clients and learn how working with a referral partner can benefit you and your clients. may lead to the best possible outcome for both your business and your client. By attending, you’ll be able to: • Understand how HUB Referral Solutions can add value to your business. • Understand the referral process and how you could use it effectively. • See how highly HUB Financial Solutions customers rate the quality of the services provided. This webinar qualifies for 30 minutes of CPD.

Related topics:

More from this channel

Upcoming talks (2)
On-demand talks (16)
Subscribers (2855)
We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.