Partnership options
Two ways to work with Pecunia: as an introducer, or as a partner sharing in the long-term value of the assets under management built from your clients.
Two ways to work with Pecunia: as an introducer, or as a partner sharing in the long-term value of the assets under management built from your clients.
For a firm that wants its clients to get pension, investment and estate planning advice, and to be paid for the introductions that lead to advice.
For a firm that wants to share in the long-term value of the assets under management built from its clients.
Commercial terms are agreed individually and are not a guarantee of income.
As your clients build assets under management with Equity & General, your firm shares in the long-term value. The income recurs for as long as the client stays advised, and can grow after the mortgage has completed.
Your firm pays nothing to explore the partnership or to join it.
The exact terms are agreed with your firm individually and put in writing before your first introduction. They are not a guarantee of any particular level of income.
Your firm makes introductions under its existing mortgage and protection permissions. Equity & General gives the pension, investment and estate planning advice under its own FCA authorisation (No. 474163) and carries the regulatory responsibility for it.
If your firm is an appointed representative of a network, check what your network agreement allows before making introductions outside it. You can place mortgages through Equity & General on comparable terms, or stay with your existing network.
Your firm. The introduction comes from you, and you carry on handling the client’s mortgage and protection. Equity & General advises on the pension, investment and estate planning side, and your firm sees what was recommended in the partner portal.
Yes. You can place mortgage business through Equity & General on comparable terms, or stay with your existing network if that suits your firm better.
As your clients build assets under management with Equity & General, your firm shares in the long-term value that creates. The income recurs for as long as the client stays advised. Exact terms are agreed with you individually and are not a guarantee of any particular level of income.
Your firm pays nothing to explore the partnership or to join it. Partners share in the value created over time, and the client’s interests come first.
Two or three clients you already have in mind. Your partnership manager and the financial planner matched to your firm agree the first introductions with you.
Your firm keeps the mortgage and protection advice. Equity & General gives the pension, investment and estate planning advice, and a named partnership manager sets the arrangement up with you.