Retirement Package

With our retirement package, you can pass on your client book to us and on retirement, 75% of commission will be paid to you for existing business and 50% for new business. This provides peace of mind that your clients will continue to be looked after, as well as creating a great income stream for you.

Should the worst happen to you and you’re no longer around, we will continue to service your client book with 50% passed to your beneficiaries.

For more information on our retirement package contact Suzanne Thornber on, call 01564 732 744 or see our FAQs below.


  1. What is the process to sign up?
    Anyone who would like to sign up to the retirement package should contact Suzanne Thornber or email
  2. What if I have any questions?
    Please email any questions to your Suzanne Thornber or email
  3. What information is sent out to me?
    If you would like to sign up, we will issue you a short contract. All you need to do is sign and return it to Suzanne.
  4. How will it work?
    Once you sign up and return your signed contract, this will be logged on our internal system to process. At the point of retirement, servicing rights will be transferred to our internal referral service/hub.