The TLPI Partner Portal

Everything you need to refer with confidence

The TLPI partner portal gives you a personalised dashboard, ready-to-use share tools, referral tracking, and a full resource library — all in one place.

Dashboard

Your referrals, at a glance

From the moment you log in, your dashboard shows you exactly what's happening — referrals submitted, those in progress, and earnings paid. No spreadsheets needed.

Live referral status — see exactly where each client is in the SSAS setup process
Earnings tracker — total referrals submitted, converted, and fees paid to date
Quick actions — submit a referral or share your link in one click
Recent activity feed — a timeline of your referrals and shared link engagement

Referrals

Converted

£2,500

Earned

Your Share Link

tlpi.co.uk/r/YOURCODE

Copy

Introduction to SSAS emailCopy

Commercial Property emailCopy

LinkedIn post — director pensionCopy

Share Tools

Help clients without writing a word

Every partner gets a unique referral link and a library of ready-to-use content. Share via email, LinkedIn, or in client meetings — it takes 30 seconds.

Personal referral link — tracks which clients came via you, automatically
Email templates (3) — SSAS introduction, commercial property, and pension review
LinkedIn post templates (4) — professional posts with your referral link embedded
One-click copy — personalised with your name and link, ready to paste

Referral Tracking

Always know where your referrals stand

Every referral you submit is tracked through our process. You'll see status updates as TLPI contacts and onboards your client — no chasing required.

Status stages — Submitted, Contacted, In Progress, Converted, Paid
Client details — review each referral with name, company, and date submitted
Payment notifications — email confirmation when your £500 fee has been processed
Submit new referrals — quick form — name, company, email, phone. Done in 60 seconds

My Referrals

John Smith Ltd

Director client

Converted

Bright Futures Ltd

Director client

In Progress

Clarke & Co

Director client

Contacted

North Star Consulting

Director client

Submitted

Resources

Everything your clients and compliance team need

We provide all the documentation so you can refer with confidence — and so your clients have the information to make an informed decision.

Client-facing PDF

SSAS Introduction Guide

A plain-English PDF explaining what a SSAS is, who it suits, and how it works. Designed to share directly with director clients.