Lead Generation into large Pension Schemes
Telemarketing Services
The Pensions Team at Chartered Developments will shape your success in this important sector. You will either be targeting the scheme itself and wanting to talk to the Chairman to the Trustees, Secretary to the Trustees, the Investment Committee and the Pension Fund Manager, or you will be targeting the corporate sponsor, in which case you will want to talk to the Finance Director, Head of Legal, Head of Risk and so forth. You may also be contemplating a campaign targeting KBI’s (Key Business Introducers).
Chartered Developments has successfully run telemarketing campaigns for accountants and lawyers into pension schemes since the late 1990’s. More recently we have been successfully working for actuaries, investment managers and other pension’s professionals.
Generating leads for pension’s professionals needs a team that understands the market. For example, we realise the importance of the implication of changing investment strategy, the pros and cons of closing a scheme, changes in government legislation and what it might mean for businesses and the future financial health of their schemes, and how a business might deal with a large pension deficit.
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Defined Benefits Scheme Database
You can invest in various corporate databases from us. The most popular for pensions professionals features over 5,000 firms with DB schemes. You can choose which firms to target by a variety of criteria examples are; fund size, size of sponsor, location and more. Databases of referrers (KBIs). Other Pensions professionals; Pensions Auditors, Consulting Actuaries, Pensions Lawyers, Investment Managers, Employee Benefit Providers, Fund Consultants and Administrators, can all be valuable sources of income. There is no doubt that a well maintained and up-to-date database is a great asset for our clients.
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Core Services also include:

