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Attracting new clients

Stakeholder pensions demand consideration by practically every employer in the UK. The proposals offer excellent opportunities for you to develop new corporate clients. However, competition in this market will be intense and it is important that you take action sooner rather than later.

There are many ways to attract new clients but, in our experience in working with IFAs, the most popular are seminars and direct mail. Whichever approach you adopt there are two essential requirements:

  1. Target the right type of client

    Some initial research should improve your chances of success. There is no shortage of database information but, prior to accessing it, having a definite outline of the type of client you are targeting is essential (for example 10 to 100 employees, annual turnover £500,000+, location within 20 miles of your office).

  2. Further details on where you can obtain database information is available in Clerical Medical leaflet ‘Developing new clients – ref SA1295)
  3. Develop a professional presentation

    It is particularly important to have quality presentation material for any seminar or direct mail campaign. Material that should be considered include:-

    – approach letters

    – employer reports

    – employer stakeholder video

    – employer presentation

    – press / newsletter articles

    – leaflets

  4. See section on IFA support for details on how to obtain copies of this material.


    To find out more about Clerical Medical pensions, savings and investments please visit our website at:


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