It’s a challenging market with ever-changing client needs. Many advisers are experiencing a
drop in income.

At the same time, Consumer Duty regulations mean it’s vital to enable financial goals rather
than turn people away.

You may feel you need to upskill, diversify and spend time forging new referral relationships.

With Legal & General Referral Pro, you can quickly say yes to a wider range of clients, uncovering new opportunities to meet the demands of today’s market.

 

  • Uncover new income opportunities and areas for growth.
  • Meet your Consumer Duty obligations by referring your clients easily when
    they come to you for help.
  • Stay across new earning opportunities with the latest client trends.
  • Access comprehensive referral areas, from complex and commercial
    mortgages to conveyancing, contents insurance and boiler cover, as well as other services to help your clients’ transactions run smoothly.
  • Refer to trusted partners and earn market-leading commission.
  • Say yes quickly and with confidence to clients with specialist lending,
    insurance and protection needs.
  • Build your reputation and keep more clients by extending your services.
  • Refer straight away to trusted partners.
  • No need to register first.
  • Provide a faster service for your clients.
  • Earn up to 50% of the enhanced lender procuration, depending on the partner and the type of service that you choose.
  • Uncover new opportunities.
  • Find out more about each referral area.
  • Get to know our trusted partner network. See who we work with
  • Coming soon: look out for our ‘Advisers’ Choice’ badge, awarded to partners who rate exceptionally well in net promoter scoring and peer reviews.
  • Relax knowing our ‘no cross / repeat sale’ policy means you can be sure your customers remain yours. And we’re here to support you if something doesn’t go to plan. Get in touch.