For UK financial advisers
Clients who arrive already thinking.
RetireReady helps people understand where they stand on retirement before they speak to anyone. When they ask for a conversation, you start from their report — not a blank fact-find.
Onboarding a small number of UK advice firms.
New introduction
Call requestedExample client, 54
Aiming to retire
At 60
Pensions
3 workplace pots
Biggest concern
Am I on track?
Report
Read before call
Wants to ask
“Can I consolidate my old pensions, and what would that cost me?”
Illustration only — not a real client.
The problem
The first meeting shouldn’t start from zero.
01
Cold first meetings
Half the first hour goes on fact-finding the client could have thought about beforehand.
02
Unclear intent
You don’t know what someone actually wants to talk about until you’re in the room.
03
Clients who arrive anxious
People put off advice because they don’t know where they stand or what to ask.
How it works
From a few-minute check to a prepared conversation.
STEP 1
A saver takes the free check
Questions tailored to their circumstances — age, pensions, savings, the retirement they want — going deeper the more they share.
STEP 2
They get their own report
A plain-English read on their position against national benchmarks, with the questions worth asking.
STEP 3
They talk it through with an adviser
Introductions are made with their consent, and their details go to one adviser only.
STEP 4
You start from their report
You see what they told us and what they want to ask before the first conversation begins.
What you start with
Context before the call, not during it.
The fact-find, started
Ages, timeline, pension and savings brackets, property, dependants and concerns — in their own answers.
What they want to talk about
Their biggest concern and the questions they want answered, so you can prepare.
Someone who came looking
Every introduction took the check themselves and agreed to be put in touch — never a bought list.
Our adviser standard
Consumers are told exactly who they’ll be introduced to. Every firm we work with meets the same bar.
- Authorised and regulated by the FCA, and listed on the FCA Register — we check every firm.
- Qualified to at least Level 4 (CII, CISI or LIBF), the FCA minimum to give regulated advice.
- Introductions are free to the consumer and carry no obligation for them to proceed.
- You handle each introduction under your own firm’s regulatory obligations.
Questions from advisers
Who is RetireReady for?+
UK savers who want to understand their retirement position before speaking to anyone — typically people in their 40s to 60s with workplace and private pensions.
Is RetireReady regulated?+
No. RetireReady is an education and introduction service; it does not give advice. Advice is given by the FCA-regulated adviser the person speaks to.
How does working together work commercially?+
We’re onboarding a small number of UK advice firms and agree terms with each one personally. Tell us about your practice and we’ll walk you through it.
Can I see the consumer journey?+
Yes — take the free check yourself at retirereadyuk.co.uk/check to see exactly what your future clients see.
Interested?
Tell us who you are and how you work. We check every firm on the FCA Register and we’ll be in touch personally.
Join as an adviserFor UK financial advisers. Not for retail clients.