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Creating Leads

into Institutional Pensions, Endowments etc.

since 2006.

Creating qualified leads with
Corporate Sponsors, Trustees, Pension Directors, CIOs, HR, FD
and Reward teams

Contact us

New – Advice for 2023/24

Trustees and Sponsors are considering their options and wider investment opportunities, governance and risk management issues, are all providing interesting and receptive areas of conversation.

However what is the most efficient way to do business? Online or face to face?

Institutions have responded well to the virtual meeting challenge and Trustees and Finance professionals are now at ease with them. To varying degrees virtual meetings are here to stay. It is, though, easier to establish rapport in face to meetings and therefore a greater opportunity for Business Development teams to affect the prospects decision-making. However, virtual meetings are often asked for, sometimes as a precursor to the face to face. It is recognised that preparation and delivery of information in a virtual environment needs to be more thorough to engage successfully with Trustees and Finance Professionals. As such we would suggest that firms who tell us that they are eager ‘to get out and meet people’ do that very thing but also offer the option of a virtual format.

What does our team say?

Matt Dring

Training Development Manager

14 years pensions related lead generation.

“We tailor our telemarketing campaigns to integrate seamlessly into our clients marketing strategies, conveying your values and expertise to achieve your pipeline objectives. Creating qualified leads with Corporate Sponsors, Trustees, Pension Directors, CIOs, HR and Reward teams; the pension decision makers you want to contact.”

Paul Gray

Senior Account Manager

With a certificate in Investment Management, 14 years at Schroders, ABN Amro and Deutsche Asset Management.

“We have significant experience working on the full range of DB de-risking solutions from Trivial Commutation through to Buy-Out products. We work on campaigns focused on DB consolidation, Integrated Risk Management, DB/DC Mastertrust, DC Auto Enrolment, DC Communication and Engagement, Risk Management, Pension Administration and Pension Regulation.”

Thomas Morgan

Thomas Morgan

Head of Client Services

Before Chartdev Tom worked for DWP and James Hay Trustees.

In 2006 I was a lead generator for our DB related clients. What was true then remains the case.

Trustees, FDs, HR etc. in privately owned businesses and corporates expect to be courted over the phone. The stats are very clear, once we speak to people, they engage with us, for our clients.”

Case Study

Database Circa 2,300 DB Schemes, Sponsors, Charities and Endowments

1,400+ leads created (face to face and now online)

160+leads a year into DB schemes


Full BPO or cherry pick services

Data sourcing and optimisation
Lead generation
Client satisfaction reviews and win/loss surveys
Personal lead generation coaching

Testimonial and accreditations

"This was a new initiative for us and the results have exceeded our expectations. The collaboration has been successful, and we have found Chartered Developments to be extremely professional and well organised. Their employees have financial services industry experience which was important. "

Claire Linane | Compliance Officer | KAS Bank

"Our relationship spans 10 years. It started to establish a new office and has grown from there to general lead generation across many departments and sectors"

Lara Daniel Marketing | Capita

Accredited for 5 years.

FSQS: You may not know FSQS by Hellios. It is a very high standard for Risk Management and Compliance used by the Financial Services sector; Banks, Building Societies and Investment Managers. For Actuaries and Asset Managers it means that our data compliance, security and processes are up to the standard you should expect from an outsourced supplier.