The TLPI referral programme
Do you know a business owner who should be having this conversation?
If someone you know is looking to save tax, purchase property or put money back into their own business, you can introduce them to us. We have the conversation - you do not need to explain how any of it works.
£500 when their scheme is registered with HMRC.
How it works
Register
A couple of minutes. You get your own referral link and wording you can send.
Make the introduction
Send them your link, or ask them to get in touch with us. It has to come from them - we do not contact anyone who has not got in touch with us first.
Follow it through
You can see where your introduction has got to at any point. You do not need to explain how any of it works - we have that conversation.
Get paid
£500 when their scheme is registered with HMRC.
You are not giving advice. You are making an introduction - our consultants have the conversation.
What you get when you register
Registering takes a couple of minutes. This is what is waiting on the other side.
Your dashboard
Everything in one place: who you have introduced, where each introduction has got to, and what you are owed. This is how it looks on day one, before you have introduced anyone.
Your referral link, and wording you can send
Your own link, plus ready-made emails you can copy and make sound like you. You do not have to write anything from scratch.
Background reading, if you want it
Plain explanations of what a SSAS is and what it can do. You do not need any of it to make an introduction - we have that conversation.
Screenshots of the live portal. Your referral link and code are your own.
£500
Paid when their scheme is registered with HMRC.
The fee applies to their first structure with us. We cannot pay a fee if they are already a client, or if they have been in touch with us in the last 180 days - so it is worth checking before you introduce someone.
We do not pay automatically. When their scheme is registered you send us an invoice, and we pay within 14 business days.
Who you are introducing them to
TLPI works with company directors on corporate pensions and company structures.
These are corporate structures governed by HMRC rules and, as pension schemes, overseen by The Pensions Regulator. Holtram TLPI Ltd is registered with HMRC to administer pensions.