At Just, we recognise there will always be clients that you are unable to help. Typically this is driven by advice costs being prohibitive, or the fact that clients need specialist advice.
Now there’s an easy way for you to help more clients at the push of a button.
HUB Referral Solutions is a referral service for financial intermediaries, provided by HUB Financial Solutions – part of Just Group.
The service makes it easy for you to refer clients to a trusted partner if they don’t fit neatly into your business model. It covers:
- Retirement income planning - for clients with smaller pension pots
- Equity release advice - for clients who want to unlock some of the equity in their home, and
- Care funding advice - for clients who want to reduce the uncertainty of paying for long-term care with a care funding plan.
If you make a referral to HUB, they’ll always respect the fact that it’s your client. That means they’ll keep you up to date on your client’s progress every step of the way and never cross-sell without your permission.
And for every case that’s completed, you’ll receive an introducer fee.
Find out more >
If you'd like to speak to a member of the team please call 01737 233412.
Phone lines are open Monday to Friday, 9am to 5pm.