HomeLoan Partnership, the Worthing based mortgage and general insurance network, has signed an agreement with pension specialist, MD Pensions, to provide advice to clients of HLP’s 190 AR firms.
Chris Tanner, managing director of HLP, says: “Our ARs are continually coming across clients who need advice and have not been able to help or have run the risk of losing a client when referring them to a suitably qualified source. Pensions advice is a very complex area where most people need help and we have confidence that MD Pensions Solutions have the expertise, together with the customer service ethic to make the most of this huge opportunity.
“The relationship with MD means that our ARs now have access to a great new service, where their clients will receive real whole of market advice safe in the knowledge that there is a watertight no cross selling agreement. For those of our AR firms who wish to be more proactive in the pensions arena, MD Pension Solutions can also help them maximise the value of their existing client base with innovative marketing support.”
Mark Clinton, director of MD Pension Solutions, says” “We are delighted to have secured an ongoing relationship with a progressive mortgage and GI network such as HomeLoan Partnership. It gives MD Pension Solutions an opportunity to widen its distribution, whilst offering the ARs of HomeLoan Partnership a very valuable extra income stream.”