Question 1

Is cold calling for financial advisors legal in the UK?

Accepted Answer

Yes, with limits. Cold calling about pensions is banned outright, and you cannot call TPS or CTPS registered numbers without an existing relationship or consent. Other advice propositions can be called when the list is screened, the call is not a promotion requiring approval, and opt-outs are honoured.

Question 2

Do you cold call about pensions or pension transfers?

Accepted Answer

No. We do not make unsolicited pension calls of any kind. Pension enquiries are handled through inbound and consented channels only.

Question 3

How many appointments should we expect per month?

Accepted Answer

It depends on list quality and proposition, but a full-time caller on a well-researched UK advisor list typically produces a steady flow of qualified first meetings, with volumes rising from week four as follow-ups mature. We agree a target with you before starting.

Question 4

Who writes the cold call script?

Accepted Answer

We draft it from your proposition and past objections, you and your compliance function approve it, and we iterate from recordings. Nothing goes live unapproved.

Question 5

Are the appointments exclusive to us?

Accepted Answer

Yes. Every appointment is generated for your firm alone and never resold.

Question 6

Do you provide the data or do we?

Accepted Answer

Either. We can build and screen a list to your criteria, or work your existing CRM data after cleaning and TPS or CTPS screening.

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