Welcome to Lighthouse+
What is Lighthouse+?
Do you turn down opportunities to advise on some areas because they carry a high degree of risk,
are not your specialist field or simply because you are not authorised to advise on them? Few advisers
advise on all areas, yet this can pose a dilemma in the context of offering client a comprehensive
financial planning service.
Now there is a solution: Lighthouse+, an in-house service to which you can refer cases in the knowledge
that your clients will be dealt with by experienced professionals, and with a no cross-selling guarantee.
Provide advice on complex pension issues
With individuals concerned about their pension funding, and the options open to them constantly evolving,
pensions are a key part of financial planning. Plus, if a client has provided you with information on a
pension scheme and you do not advise on it, you could be held liable if there is an issue with the scheme
(such as the employer becoming insolvent). You could also be accused of failing to treat your customers fairly.
Refer business with confidence
Lighthouse+ Pensions Service allows you to provide your clients with comprehensive pension planning advice with total confidence:
- The service is run by Mark Wilson, a pensions expert and senior CII pensions examiner.
- Lighthouse+ takes full liability for the advice it gives.
- We operate on a fee or commission split basis.
- You retain control of your clients.
- You receive a copy of all client correspondence.
- We give you a no cross-selling guarantee.
Areas of Advice
The team is led by Mark Wilson, an expert in pension reviews and pension transfers. He is a Fellow of the Personal Financial Society,
an Associate of the Chartered Insurance Institute (CII) and a Senior Examiner for the CII in pension examinations.
For further information contact Mark Wilson, Head of Lighthouse+ Pensions Service
Tel: 0845 872 3999
Mobile: 07834 751 931
mark.wilson@lighthouseplus.co.uk