Foresters Friendly Introducer Scheme

If you’re passionate about our Society, why not join our Foresters Friendly Introducer Scheme and help make others aware of what Foresters has to offer?

Our Introducer Scheme is designed for anyone interested in making others aware of Foresters Friendly Society, our membership and our products.

The benefits of working as an Introducer

  • Help others to learn about our wonderful Society
  • All training and materials are provided for free
  • You won’t be providing financial advice, so there is no need to complete a report for your introductions
  • You will represent a strong brand – Foresters Friendly Society has been providing savings and investment plans for 190 years and we are an award winning provider

How to become an Introducer

We’ve made it really easy to become a Foresters Friendly Introducer. There’s a simple terms of business agreement and we provide all of our Introducers with a short training pack which provides details of our membership or products, and ensures that you understand how introductions can be made without giving financial advice.

There are two categories of Introducer’s available.

Policy Introducers

Policy Introducers are those who introduce Foresters/POIS products. Policy Introducers are required to complete an application form and a short multiple choice test.

Membership Introducers

Membership Introducers are those who introduce the £25 Court memberships only. Membership Introducers are required to complete an application form, but are not required to complete a test.

There is also the opportunity to act in both capacities, should you wish to.

4 great things we can offer

1. Products for different life stages
We offer a range of unit linked products which can help to support your clients at any stage of their life. These are our Saving and Investment Plan, our Tax Exempt Savings Plan and our Child Tax Exempt Plan.

2. A differentiated investment strategy
Your clients’ money is invested in a fund which gives them access to investment types they cannot get directly.

3. An expert and unique approach to fund management

We manage funds of £269 million for our members, as of 31 December 2023.

Alongside our expert in-house investment team, we partner with AXA Investment Managers which manages €858 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. Mutual benefits that add real value
We paid over £1.72million to our members in 2023 in discretionary grants and charitable donations, proving the real value of being a part of a mutual.

Foresters Friendly Introducer

  • You are not regulated by the Financial Conduct Authority (FCA)
  • You are a member of Foresters Friendly Society
  • Foresters Friendly Policy Introducers can introduce our unit linked plans

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.