in partnership

Benefits

discover a unique partnership

One of the benefits of joining IN Partnership is the different options that are open to members. Our national IFA firm offers the opportunity for advisers to work within a national IFA firm that handles all the administration and provides a range of other benefits.

Some key features of the National IFA firm are:

Daily payment of commissions to consultants All professional indemnity and FCA fees paid Full administration support Full paraplanning support Attractive commission structure Full back-office support IT support, including all company software Lead generation T&C and Compliance Ongoing training and personal development Membership of INnovate Mortgages

We are fully committed to assisting our consultants in the development of client contacts and to progressing their opportunities through workshops and best-practice seminars. We hold an annual Summer School for all consultants and network members.

Consultants always have the option of setting up their own IFA practice as a network member, if circumstances change and new opportunities occur. Equally, network members can, and do, move from the network to the National IFA firm.

 

IN Partnership is the acknowledged network of choice for IFAs and Mortgage Advisers seeking not only a high level of support but a service provider with a personal touch that understands the needs and expectations of small firms seeking to establish and run a sound business.

Our formula of providing totally independent, leading-edge, IT-driven, services covering Compliance, T&C, TCF and all FCA and EU directives, ensures that all advisers are freed from these onerous responsibilities and enabled to devote their time to advising clients.

Furthermore, we have the responsibility of meeting the capital adequacy directives of the FCA. Thus our members are relieved of this responsibility.

IN Partnership has full EU Insurance Mediation Directive (IMD) and MIFID Cross board services for life, pensions and investments business. Cross-border services allow you to deal with your clients that are resident in another EU country from their offices in the UK.

IN Partnership has led the way in rapid payment to members of their commissions. With our bespoke IT software we are enabled to pay commissions on a daily basis with reconciled statements online.

Mortgage advisers benefit from our mortgage offering through INnovate Mortgages whose negotiation strength enables the adviser to benefit from amongst the highest procuration fees and special offers. Furthermore, procuration fees can be paid on completion of the sale, subject to solicitorís confirmation.