Introducer Scheme

Do you want to have unlimited earnings potential and the freedom to work your own hours?

If the answer is yes, why not become a Foresters Introducer today.

Our Introducer Schemes are designed for anyone interested in making others aware of Foresters Friendly Society and our products.

The benefits of working as an Introducer

  • Paid on results – the better you do, the more you earn with no upper limit
  • No financial outlay to get started
  • Flexibility to choose when and where you work
  • All training and materials provided for free
  • You won’t be providing financial advice, so there is no need to complete a report for your introductions
  • This is not a franchise; you will be working as a self-employed introducer
  • You will represent a strong brand – Foresters Friendly Society has been providing savings and investment plans for over 185 years and we are an award winning provider

How to become an Introducer

We’ve made it really easy to become a Foresters Introducer. There’s a simple terms of business agreement which includes details of the fee we’ll pay you when introductions you make convert into financial plans.

We provide all of our Introducers with a short training pack which provides details of our products and ensures that you understand how introductions can be made without giving financial advice. There is also a short multiple choice test and an application form to complete.

After you’ve registered and been approved as an Introducer we’ll stay in regular touch via email and we also provide confirmation of when your introductions have converted and the fees that will be paid.

5 great things we can offer you and your client

1. Products for each life stage
We offer a range of with profits and unit linked products which can help to support your clients at any stage of their life. From the Investment Bond to the Stocks and Shares ISA and more.

2. A consistently well performing with profits fund
Our With Profits fund has performed consistently well vs. comparable funds. (Source: Barnett Waddingham survey, Dec 2019). And from 2015-2020 our fund generated less volatile returns than the FTSE100 (Source: FTSE100 comparison Q4 2015 to Q1 2020 – Sept 2020)

3. An expert and unique approach to fund management
Alongside our expert in-house investment team, we partner with AXA Investment Managers which manages €730 billion (£650 billion) globally. This partnership has allowed the addition of several new asset classes in the alternatives space. This has helped to give us a unique competitive advantage over similar providers to improve the marketability of our products to new members as well as the returns that can be achieved for our existing members.

4. An award winning team
We were named Best Small Insurer at the Insurance Investment Exchange Awards 2019 for our work in delivering real value through our investment portfolios and minimising volatility in an increasingly complex environment.

5. Mutual benefits that add real value
We paid over £1.7million to our members in 2020 in discretionary grants, proving the real value of being a part of a mutual.

Our Introducers

The main Introducer Schemes we offer are as follows:

Professional Introducer

  • You are already regulated by the Financial Conduct Authority (FCA)
  • Professional Introducers can introduce Foresters with profits plans and POIS unit linked plans
  • We pay a fee for each successful introduction to the Professional Introducer

Lighthouse Introducer

  • You work for the Lighthouse Adviser network
  • You are already regulated by the Financial Conduct Authority (FCA)
  • Lighthouse Introducers can introduce Foresters with profits plans and POIS unit linked plans
  • We pay a fee for each successful introduction to Lighthouse Advisory Service

Court Introducer

  • You are not regulated by the Financial Conduct Authority (FCA)
  • You are a member of Foresters Friendly Society
  • Court Introducers can introduce Foresters with profits plans and POIS unit linked plans
  • We pay a fee for each successful introduction to the Court Introducer or the Foresters Court/branch you belong to, you decide

Sign up today!

To find out more information about any of our Introducer Schemes, please complete the form below, or you can call us on 0800 954 2474 to request a pack.