InvestmentsBooked
Apply to join

£500 Pension Appointments Pay Per Show

Pre-qualified UK retirement clients with £250k–£3m in pensions (self-declared, reconfirmed on the call), booked into your diary. No-shows are credited back to your balance. No subscription, no retainer.

Apply to join → How it works
Example appointmentsIllustrative
Retirement income
£640,000
Age 61 · Retiring within 2 years
Thu, 11:00 · Video · Bristol
Claim
IHT & passing on
£1,150,000
Age 68 · Fully retired
Wed, 14:00 · Face to face · Harrogate
Claim
Consolidation
£385,000
Age 57 · 5 pots
Tue, 18:00 · Video · Manchester
Claim
Drawdown vs annuity
£520,000
Age 64 · Taken tax-free cash only
Fri, 10:00 · Phone · Leeds
Claim
Early retirement
£455,000
Age 55 · Company director
Mon, 13:30 · Video · Guildford
Claim

Illustrative examples of the appointments advisers see, from IHT planning appointments to drawdown and annuity appointments. See all appointment types.

Pay per show, no subscription
FCA-authorised independent firms only
Exclusive: one adviser per appointment
Every consumer advert approved first

An FCA-authorised firm approves each advert under s21 of FSMA before it runs.

How adverts are approved →
Our show test is published

What counts as a charged show, and what gets credited back, in writing.

Read the show test →
No-shows credited back

If the client doesn't turn up, the credit goes back to your balance with a fresh 6-month expiry.

What gets credited →

How InvestmentsBooked Works

Step 1: You get an email when a client books

When a pre-qualified client books a call that matches your criteria, you get an email with what they told us. You can see at a glance whether they fit your book.

Step 2: Claim the ones that fit your book

Open appointments sit in one list, filtered to the pension bands, advice needs, meeting types and region you set. Claim the ones you want for one credit each, and pause when your diary is full.

Step 3: It lands in your diary

Claim it and the calendar invite is yours, with the client's contact details (mobile confirmed by one-time code) and their answers. They're told your firm's name and FRN as soon as you claim, before the call, so they know who to expect.

Step 4: What one client can be worth

Not every show becomes a client. When one does, the value is an initial advice fee, then an ongoing fee for as long as they stay with you and take an ongoing service.

Illustrative figures, not a forecast.

£250k

minimum self-declared pension value on every appointment

Self-declared by the client and reconfirmed on the call. If it turns out under £250k, or under a higher minimum you set, the show is credited.

Why advisers use InvestmentsBooked

Booked conversations with qualified retirement clients, on published terms

The rules are on this site before you spend anything: what counts as a show, what gets credited and how disputes work.

1

You pay for shows, not enquiries

£500 per qualified show, no VAT added. No subscription, no retainer and no minimum term. The big enquiry marketplaces charge per enquiry and don't refund no-shows. Here, a no-show is credited back to your balance. Compare cost per meeting.

2

£250k+ in pensions, reconfirmed on the call

Clients self-declare £250k–£3m in defined contribution pensions and reconfirm it with you on the call. If it turns out under £250k, or under a higher minimum you set, the show is credited. How we qualify clients.

3

Exclusive: one firm per appointment

Each appointment goes to one adviser firm and is never resold. They asked to be booked with one FCA-authorised independent firm, and they're told your firm's name and FRN as soon as you claim the booking, before the call.

4

The brief is the product

Before the meeting you get the client's pension band, pension types, age, retirement stage, what they want help with, whether they understand advice is paid for, any current adviser and their other assets. See what's in the brief.

Compliance, in specifics
  • Every consumer advert is approved by an FCA-authorised firm under section 21 of FSMA before it runs
  • We don't make unsolicited pension marketing calls
  • Consumers are told that adviser firms pay us for the introduction, and that advice is paid for
  • We don't give advice, fact-find or suggest products. The advice is yours
  • A flat fee per show, whatever the outcome of the meeting
  • Defined benefit transfer seekers are excluded by default
Apply to join → Lead quality and compliance

Pay Per Appointment That Shows Up

No subscription, no retainer, no minimum term. You pay £500 when a qualified client turns up to the call, and nothing when they don't.

Apply to join →
£500 / show
No VAT addedMinimum purchase 10 appointments (£5,000)Credits last 6 months
  • Pensions of £250k–£3m, reconfirmed on the call
  • Exclusive to you, never resold
  • No-shows credited back to your balance
  • Published show test and dispute rules
  • Only FCA-authorised independent firms

Ideas for winning more retirement clients

Lead generation · 20 min read

Lead Generation for Financial Advisers: 9 Channels Costed

Nine UK client-acquisition channels for IFAs, from referrals to pre-booked appointments, ranked by cost per new client with 2026 figures and a calculator.

Read post →
Lead generation · 20 min read

18 Lead Generation Companies for Financial Services (UK)

Eighteen UK pension and IFA lead sellers compared on published price, model, pot floor, exclusivity, no-show policy and FCA status, checked 27 September 2026.

Read post →
Lead generation · 11 min read

Exclusive vs Shared Financial Adviser Leads (UK 2026)

Shared leads, exclusive leads, directory enquiries and pay-per-show meetings compared per attended meeting, with Bark's five-adviser maths and what Unbiased's exclusivity covers.

Read post →
Read the blog →

Buying pension appointments: common questions

How much do pension leads cost for IFAs?

InvestmentsBooked charges £500 per qualified show (no VAT added). You pay nothing for appointments that don't happen: a no-show, a cancellation without a rebook, bad contact details or a prospect who fails the show test puts the credit back on your balance. The minimum purchase is 10 appointments and credits last 6 months. Credits that come back to your balance (a no-show, a cancellation that isn't rebooked, a disqualification or any other credit) come back with a fresh 6-month expiry. We supply appointments that match your filters well within the 6 months. If we ever can't before your credits expire, we refund the unused credits. For comparison, Unbiased charges £193 per enquiry at its £250k–£500k stated-wealth level and VouchedFor £239 at a £250k+ setting from 1 October 2026, both before VAT and subscription, and neither refunds a missed meeting.

Are the appointments exclusive?

Yes. Each appointment goes to one adviser firm and is never resold. The prospect asks us to book them with one FCA-authorised independent firm. We share their answers with that one firm only, and we tell them the firm's name and FRN as soon as it claims the booking, before the call.

What counts as a show, and what if the pension is smaller than they said?

The person who booked joins within 15 minutes of the start, talks to you about their retirement for at least 10 minutes, wants regulated advice, accepts it's paid for, and confirms pensions of £250,000 or more (or at or above a higher minimum you set). Their pension band is self-declared, so you reconfirm it on the call. If you set a higher minimum (£500k or £1m) and the prospect confirms pensions below the band you selected, the show is credited, even if they hold £250k or more. If it's under £250k, they're already your client or they won't pay any fee, flag it within 72 hours with a reason: we check it and decide within 2 business days, and the credit comes back. Not going ahead, wanting time to think or objecting to your level of fee still counts as a show. The full test is on our pricing page.

Do you send defined benefit transfer cases?

Not by default. People who want to transfer a final salary pension are screened out before they can book. People who hold a DB pension and want income planning around it are included, and the appointment card says so. A separate DB transfer stream is available only to firms whose pension transfer permission we have verified, by arrangement.

Where do the clients come from, and is it compliant?

From our own paid social and search adverts aimed at people planning their retirement. Every consumer advert is approved by an FCA-authorised firm under section 21 of FSMA before it runs. We don't make unsolicited pension marketing calls, buy data or promise anyone a free review. Clients are told advice is paid for and that your firm pays us for the introduction. InvestmentsBooked is not authorised by the FCA and gives no advice: we record facts and what the client wants help with, never a fact-find or a risk profile, so the advice process stays yours. How we source and qualify every appointment is on the lead quality page, and the step-by-step is on how it works.

Is buying pension appointments worth it?

It comes down to how many shows become clients. At 25% (a cautious planning figure, not an InvestmentsBooked result), a new client costs £2,000 at £500 a show; at 10% it's £5,000, at 40% £1,250. On a £250k pot, an illustrative 2% initial fee is £5,000 before any ongoing fee (the NextWealth 2026 average ongoing charge is 0.83% a year). Your results depend on your fees, speed and proposition, so run your own numbers in the cost-per-client calculator.