RMT Direct Reaches £60 million in Pension Review Appointments

Share Article

RMT Direct the UK's leading financial services appointment making firm, today announced that they have booked in excess of 2,300 pension review appointments totaling £60 million worth of potential pension transfers for appointments that took place.

rmtdirect

RMT Direct's Website

RMT Direct has been involved in generating pension review appointment setting since the start of 2013 and has grown to some 30+ IFA firms.

This achievement underscores RMT Direct's key role in becoming the UK's number one supplier. "Reaching £60 million is a great milestone. We are very pleased that our customers have recognised the value of our service and it is the results of our commitment to customer service that has enabled us to reach this milestone," stated Ryan Mellor, Co-Founder at RMT Direct.

RMT Direct has been involved in generating pension review appointment setting since the start of 2013 and has grown to some 30+ IFA firms. The average pension pot size is £41,619 over this period and IFAs report a 70-80% conversion rate for the pension review appointments.

RMT Direct is in a great position to expand further and has recently launched IFA Direct ® Business Appointments. "So long as we can continue to deliver a good service, we are definitely on our way to achieving 200 appointments per month," added Ryan Mellor, Co-Founder at RMT Direct.

The pension review appointments target individuals aged 35-55 with data sourced from major comparison websites. RMT Direct uses an initial call to explain the benefits of a pension review to generate interest through reducing annual management charges or transferring into a flexible pension scheme that allows full access to the pension from the age of 55. In a second call, clients that request a review of an existing pension are confirmed and then referred to its financial advisor members.

Feedback from the IFAs who use RMT Direct's service conducted in February of 2014 found that 88% of its IFAs were satisfied with the service offered by RMT Direct.

In addition, recent feedback from the end users conducted immediately after their first appointment with the IFA, stated that 94% of its pension review appointment clients were satisfied with their appointment.

IFAs interested in learning more about pension review appointments can visit http://www.rmtdirect.com or should contact Ryan Mellor at 0203 468 4215 for more information.

About RMT Direct
RMT Direct is a leading financial services appointment making firm based in London. Since its inception in 2012 RMT Direct has been helping customers benefit from its call centre technology by providing cost-effective quality appointments and online services. The online services include generating IFA and pension leads at a local level.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Ryan Mellor
RMT Direct
+44 2034684215
Email >

Charlotte Till
@FurtherMyMoney
since: 01/2013
Follow >
RMT Direct
Like >
Follow us on
Visit website