Three key reasons your customers might need financial advice

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Welcome to the first edition of Skipton Insights, for Introducers – here to help boost the conversations you’re having with your customers about getting financial advice with Skipton.

As an introducer, it can really help to recognise when might be a good time for your customers to speak to usespecially as some expert advice could go a long way for them.

This week’s article takes a look at reasons why your customers might need financial advice. We’ve offered a financial advice service for over 30 years, so hopefully these tips come in handy for you.

Three key reasons why your customers might need financial advice

  1. Something’s changed for them

Have any of your customers recently experienced a life event that’s seen their personal circumstances change? i.e. a divorce, redundancy or received a large sum of money.

Things like this could impact your customer’s long-term financial plans, meaning they might benefit from some help with staying on track towards reaching their future goals – whether that’s saving for retirement, Inheritance tax planning or getting more from the wealth they have through investing.

  1. They’re thinking about their retirement plans

Retirement is a really important life event for your customers – do they feel prepared enough for it?

We speak to a lot of customers who feel apprehensive about retirement, not knowing how much they may need for the retirement lifestyle they would like, or if they have suitable plans in place. Our advice could help them to prepare and feel confident they’re ready for this exciting time in their life. And once they are retired, we could also help them to stay on top of their plans.

  1. They want to pass on wealth to their loved ones

Do you have customers who want to help children, grandchildren, or other family members financially in the future?

We could help your customers plan for their goals in a way that’s right for them and their loved ones – including planning for things like their inheritance tax liability or investing their money.

Referring your customers

If you chat to any customers with these types of circumstances, it’s worth asking if they’ve considered financial advice. And with Skipton’s no-obligation advice service, and no pressure promise, you can be confident of recommending our services knowing they will be in good hands.

Don’t forget, if a customer you recommend decides to act on our advice, you’ll receive your fee from a percentage of the initial charge they pay.

If you have a customer who you think might need financial advice, simply complete a referral form and email to our dedicated mailbox – [email protected]

For further information, please contact: [email protected]

We offer financial advice to anyone with £20,000 or more to invest, or at least £500 per month or £400 per month for pension related investments. Or have an existing pension (s) with a minimum value of £50,000. We ask that your customers have money they’re able to commit for at least five years.

This communication is intended for Introducers with investing your customers Capital is at Risk.

Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice. Principal Office, The Bailey, Skipton, North Yorkshire BD23 1DN.

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About The Society of Will Writers

The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.

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The Society of Will Writers
Chancery House
Whisby Way
Lincoln
LN6 3LQ

Tel: 01522 687888
Fax: 01522 694666
E-mail: [email protected]

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