Creating qualified leads with
Corporate Sponsors, Trustees, Pension Directors, CIOs, HR, FD
and Reward teams
Creating Leads
into Institutional Pensions, Endowments etc.
since 2006.
Contact us
New – Advice for 2024/25
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
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
Testimonial and accreditations
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.
