Insights and Articles
Everything commercial finance brokers need to understand, identify opportunities and position Pension Led Funding with clients effectively. From technical explainers and case-based education to client qualification tools and case-fit guidance, this resource is designed to help you recognise viable opportunities, educate clients with confidence and integrate Pension Led Funding into your wider funding proposition.
Frequently Asked Questions
How do I refer a client?
Please complete the PLF Broker Enquiry Form on our website with as much detail as possible and we will contact you to discuss your client’s options and map out a pathway to implementation.
When do I refer a client?
Usually the best time to refer a client is once they have decided that PLF is a route they wish to pursue and it has been established that they have a pension fund that would be financially viable to support a PLF arrangement.
What do I earn?
We pay a pre-underwriting fee of 20% of the gross fees we receive for you gathering the initial information and identifying viable cases on cases you refer to us. This is in addition to any arrangement fee you may have agreed with your client.
How long does the establishment process take?
There is no fixed timescale for implementation as there are many variables such as the type and number of existing pension schemes a client has, how quickly all parties (clients, existing pension providers, HMRC) respond to requests and the complexity of the arrangement. Typically the timescales range from 2 – 8 weeks.
How quickly can a client get funded?
Subject to status a client can obtain funding in about a week using a specialist lender who will provide finance in advance of the PLF facility being set-up if there is an urgent requirement.
1. Refer a client
Use the simple referral form and we’ll take it from there.
2. Assessment & Implementation
We handle feasibility, suitability and documentation.
3. Client funded, you’re paid
Clear milestones and agreed broker fees.