UK and EMEA corporates, funds & intermediaries

The efficacy of your database, resonance and timing of your messages and style of your approach are key determinants of high quality lead generation.

It is also clear from our post pitch surveys (2016) in the corporate market that those who are relatively unknown or personally unknown at the point of ITT/RFP have slim chance of success.

In 2017 our path for high quality lead generation into senior corporate decision makers, trustees of funds and intermediaries is clear.

case study

3 Case Studies Targeting Charities

August 17, 2016


Targeting IFAs in a post RDR world

July 28, 2016

case study

Pensions Law Case Study

June 7, 2016

Lead Generation brochure

Lead Generation Brochure

May 26, 2016

case study

Asset Management Case Study

April 28, 2016

case study

Fiduciary Management Case Study

April 28, 2016

case study

Pension Administration Case Study

April 28, 2016

short guide

Demand Generation for Alternative Finance in SME Sector

March 30, 2016

short guide

Lead Generation for DFM’s

March 30, 2016

marketing tips

11 Tips for Attracting New IFA Clients

March 30, 2016

Our service

We help you create leads.

Our service is bespoke and can include; data supply and management, digital and creative support, phone based lead generation and nurturing, research, surveys, pipeline management and business development training.

Data; We’ll buy clean and verify a list of the right businesses for you to target. These are invariably; profitable, large employers within a distance of your establishment.

Phone based introductions; Marc or one of the team will call the businesses, make
Introductions to the right people, arrange taster sessions or whatever promotion you use, gather all the right permissions for marketing and IMPORTANTLY find out how they might promote your venue to their staff (all employee emails, intranet, old Fashioned notice board).

Data and nurturing; you can use the data for; mailings, emails, following on twitter, linkedIn etc. We will be constantly nurturing potential customers by phone, we also have a digital division should you need their help.

Does the investment stack up? Over 2 years you should build, up to, 150 businesses using you twice a year at, conservatively, £500 each time = £150,000+ Our clients usually contract for between £600 and £1,000 per month. There are set up fees for data etc. but they aren’t huge.

Our clients

Employee benefits
UK, US and EMEA Law Firms
Funds administrators
Asset / Investment Managers
Technology suppliers
Alternative finance / fin tec
Scheme actuaries and risk managers
Fiduciary managers
DC Master Trusts

Their range of target markets

UK DB/DC Schemes
EMEA Endowments & Funds
Eastern European Oil
Middle Eastern Financial Institutions
IFAs / Intermediaries
Local and Central government
US and EMEA endowments

We have now been a client of Chartered Developments for over seven years and the results have been outstanding. Their team have unparalleled knowledge and expertise of the DB & DC Pensions sector. Their quality and professionalism in nurturing prospects and creating meetings is excellent and they have been integral to winning some large contracts of a very high calibre. Our return on investment has exceeded expectations and their staff, at all levels, treat us with the utmost professionalism, courtesy and attention.

A leading workplace pensions provider