TLPI
Partner Portal

REFERRAL PROGRAMME

Introduce someone
you know to TLPI

£
£500 when their scheme is registered with HMRC
For their first structure with us
✓
Your own referral link
And wording you can send
▦
See where your introduction has got to
In your own dashboard
◈
We have the conversation
You do not need to explain how any of it works

Free to join • No obligation • Takes a couple of minutes

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.

Refer as part of your work? Use the professional sign-up

Work at TLPI? Staff referrers are set up by the portal admin, not through this form.

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.

The partner portal dashboard, showing referral totals, quick actions, a getting started checklist and the share link panel.

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.

The share your link page, showing the referral link with a copy button, the unique referral code, and ready-made email templates.

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.

The resources page, showing four educational guides covering what a SSAS is, how it compares to a SIPP, commercial property and the loan-back facility.

Screenshots of the live portal. Your referral link and code are your own.