Important
To ensure you receive your reward, please remind your colleague to include your full name on the form. Vouchers are issued once the referring partner has joined and completed their first case. Eligibility criteria applies.
Share the Opportunity. Earn a Reward.
Know a professional working with clients over 55 who would be a great referring partner for us? Introduce them through our Refer an Adviser scheme and you’ll both be rewarded.
How It Works
1. You share the referral link with them
Share the link below with the referring partner you're recommending
2. They complete the form
They complete the short form and include your name
3. They make their first referral
They receive a £50 voucher when they make their first referral
4. When their first case completes
You receive a £100 voucher when their first case completes
5. It’s our way of saying thank you
...for helping us grow our referral community with trusted professionals.
Share the Link and Get Rewarded
Please share this link with the adviser you wish to refer. They’ll complete the form themselves and confirm your details so we can attribute the referral correctly.
There’s no limit to the number of professionals you can refer. The more successful referrals, the more rewards you earn.