If you’re interested in becoming a SSAS Introducer with One Crown Pensions, here’s what you need to know.
Step 1: Book a Call with Us to Get Started
The first thing to do is to book a call with us. We don’t want to waste your time and a call is the fastest way to confirm you’re eligible to become a SSAS Introducer with us.
Step 2: Signing the Introducer Agreement
After an initial discussion, we will send you an Introducer Agreement. This is a very simple agreement which you can read over. We are, of course, available should you have any questions. You must sign the agreement in order to become an Introducer with One Crown Pensions.
Step 3: Contact Your Clients
Once you’ve officially become a SSAS Introducer with One Crown Pensions, it’s time to start contacting your clients. We recommend you contact clients who are eligible for SSAS and would benefit from its numerous tax efficiencies.
Speaking with clients you’re actively working with, such as Limited Company owners and Company Directors, is the fastest way to actively speak about SSAS as an option for them. Your clients trust you and they trust your advice, so they’re sure to listen to what you have to say.
Step 4: Refer Interested Clients to One Crown Pensions
If your client displays interest in SSAS and wants to learn more, you can refer them to our team at One Crown Pensions and we can progress the conversation on your behalf.
The easiest way to refer your clients to our SSAS specialists is to CC us into your email with said client. Simply include [email protected] and a member of our team will be in touch in a timely manner to move the conversation forward.
The Key is Conversation
When it comes to successfully referring your clients to SSAS, the best thing you can do is make SSAS a regular part of your conversation. This means spending 5-10 minutes speaking about the basics of SSAS (which you can learn about in our SSAS Video Hub) and answering any questions they may have, where you feel able.
The more and better conversations that you have, the more successful you will be in introducing and providing a valuable solution for your clients.
Become a SSAS Introducer
If you have clients who might benefit from a SSAS pension scheme, become an introducer today. We would love to connect with you and help further your knowledge and understanding of SSAS so that you can more effectively support your clients.
