Partnership Services

We are proud to partner with selected leading business within the financial sector to provide an extended range of Later Life Planning services to you and your clients. We partner with businesses that are focused on delivering an outstanding service, are experts in their field and ensure the right solution is provided to clients. Our partner panel supports our own ethos of maintaining excellence in service all through the customer journey.
Later Life Planning is a vital area for many clients and we look to support you further by providing you with instant access to key market leaders, and our partnership with them enables you to gain favourable commission and fees to support your own business growth.

 

Our partners include:

 

Tuto - the Pension Transfer Specialists

We have partnered with industry leading Pension Transfer Specialist (PTS), Tuto, who provide end-to-end PTS services to IFAs and professional firms who are seeking these services for clients, prior to giving further investment advice post transfer.

With clearly defined service standards, with a free of charge, no obligation evaluation and TVAS report provided within 72 hours of receiving a client Factfind, you can rest assured your client will receive an exemplary service to support your own.

If you have a client who requires PTS services and you wish to utilise this specialist knowledge, simply contact the BTWC team and they will provide you with the suitable enquiry forms available as part of our partnership with Tuto.

Lincs Private Client Services - Tax Advisory Specialists

Lincs Private Client Services Ltd (Lincs PCS) provides a Chartered Tax Advisory service and has extensive experience in providing advice for a range of tax scenarios, no matter how complex.

Our areas of specialism are inheritance tax and capital gains tax, both of which arise frequently within certain aspects of estate planning. Tax can be a complicated subject and the law is constantly evolving. Our expertise can help you help your clients, in what can often be a confusing and time-consuming service area.

We endeavour to keep things simple and straightforward, explaining clearly the tax consequences of any proposed action. Clients want to understand what their liability to tax may be and what can feasibly be done to mitigate any such liability, whilst being commercially and practically viable.

We provide support to advisers and finance professionals seeking advice on particular issues. We also work directly with clients. Where requested, we can keep you up to date on key tax issues, as part of the bigger picture.

We enjoy working with advisers and clients – so, if you, or your client, need advice or more detailed support for their tax scenario, we can help.

Equity Release from The Financial Advice Service (TFAS)

We are pleased to be partnered with TFAS to provide you with an Equity Release offering to your clients. TFAS is a fully regulated financial advice firm, but instead of meeting face-to-face they meet customers by telephone. Because of this they can help people wherever they live, and see their service as complementary to traditional advice firms. Customers are looked after, with the highest levels of service.

Through referrals given via BTWC, introducers will receive 55% of the procuration fee. Our contractual partnership with TFAS also states that they will only advise on Equity Release (lifetime mortgages), no other financial products will be discussed with customers. If other financial planning requirements are identified, the customer will be referred back to their original adviser who made the referral via BTWC.

Speak to the team at BTWC to find out more and how to make a customer referral - call 01522 500823.

 

Rest Assured Funeral Plans

We are pleased to partner with Rest Assured as a provider within our Funeral Plan offering. Rest Assured are an established funeral plan provider with a focus on delivering outstanding customer service. With four main plans to choose from, our partnership with Rest Assured means you receive early payment on all completed plans referred via BTWC. A generous commission level of up to £950 is available from Rest Assured through our partnership.

The range of plans meet a variety of needs and Rest Assured can provide home visits if required. All pans are guaranteed and we make sure you are kept up to date with progress.

Speak to the team at BTWC to find out more and how to make a customer referral - call 01522 500823.

 

Silver Clouds Funeral Plans

Silver Clouds are another partner on our panel for Funeral Plans. Providing five different and extensive plans suitable for a wide range of needs, Silver Clouds ensure that no matter when the plan is used there will be no further costs later down the line

With the range going from Basic Plans through to Inclusive Plans, the options cover all budgets, and the level of service stays at a high standard no matter the client need. Silver Clouds plans can be tailored to suit specific needs, and can also be made 'transferable' to another family member if required, and there are no restrictions on health, age or medical history.

Speak to the team at BTWC to find out more - call 01522 500823.

 

Hello Marketing 

Hello Marketing are our marketing partner who support our members in all their marketing needs. With over 15 years experience of marketing in financial services, Emma from Hello works with businesses (small to medium) to create a strong marketing base for their business. She reviews what your objectives are and then the options available to grow your business via a targeted approach. From planning, social media, email marketing, content, press and more, Emma can help devise a consistent and cohesive approach for your marketing.

emma@hellomarketingconsultancy.co.uk   |   www.hellomarketingconsultancy.co.uk