What We Offer
Here at beneficial we strive to keep the adviser at the heart of everything we do. We have many services to help you along your journey with beneficial as an adviser. Everything from the technology we use, to our 100% file checking process keeps you and your clients protected and compliant in an ever changing industry.
We have a wide range of admin support services to help you keep growing your business.
What's On Offer
Our panel of lenders gives you access to the intermediary mortgage market. With a comprehensive range of mortgage products to meet the needs of your clients – We have access to a number of high street lenders, regional building societies and intermediary only-lenders – with a choice of over 80+lenders, Our robust mortgage lender panel offers a combination of choice and stability.
With our panel of protection providers we believe protection should be the foundation of all quality advice. That's why we've built a proposition that will help you advise with confidence, and invested heavily in tools and support to help you protect more of your clients, with plenty of training days on offer to guide you on protection products and services.
With our carefully selected panel, we understand the value of protecting buildings and contents for your clients. We also offer a choice of providers for clients who have commercial and specialist general insurance requirements. Our general insurance proposition helps you protect your clients, while enabling you to place business quickly.
Later Life Lending
Qualified equity release, as one of the fastest growing markets in financial services we have carefully selected a panel for the later life market.
As the demand for the specialist market grows year on year, Whether it’s specialist lending or buy to let, our specialist mortgage lender panel offers a combination of choice and stability. We also have access to specialist firms for commercial lending, second charges and bridging finance.
One of our partners LPL offers a fresh approach to conveyancing. A simple online quoting and instruction platform where you can build in referral fees of which you retain a 100%. As an adviser this helps your brokerage to be a one stop shop for your clients.
Our simple supervision and monitoring scheme keeps your business moving and keeps you up to date with industry standards and expectations.
In order to support our advisers and to keep your customers protected we use our market leading 100% file checking process, which is straight forward and quick but protects your customers and your business.
Events and Training
As part of beneficial you’ll have unrestricted access to regular events and ongoing training, workshops and webinars. We have group training and 1-2-1 training available both centralised and local to you.
We have extremely good relationships with our technology partners to make life a little easier as an adviser. With our back office CRM system and sourcing system you can store all your business and cases, in a compliant and orderly fashion to match our robust sales process and procedures.
Growing Your AR
If you are looking to expand your team, we can help with our robust onboarding and screening process, we can make sure we get the correct candidate to fit your business model.
Markets and Lenders
We offer over 80+ lenders for domestic and commercial mortgages as well as providers who offer protection, general insurance and equity release. We constantly add lenders and providers to our panel to give you the best options possible for the customer and your business.
Insurance Support Service
Full insurance support service for our brokers, who can refer in any insurance referrals to beneficial and still claim 100% of the commissions.
Case Support Service
Full admin support service, let us do all the hard work while you focus on growing and generating more business.
Paraplanning Support Service
A little busy at the moment and don’t want to turn a client down? Simple service to refer into the network and we will deal with the client from start to finish, while you take 100% of commissions, broker and proc fees.