Pricing: £500 pay per show, only for qualified meetings

What does pay per show mean?

You pay for appointments that happen, with people who fit. Nothing else.

When you claim an appointment, one credit is reserved. If the prospect turns up and passes the show test, the credit is spent. If they don't turn up, cancel without rebooking, or turn out not to qualify, it goes back to your balance.

That's different from buying leads. With an enquiry, you pay first and then do the work: calling, chasing, booking, and hoping they appear. Here the prospect has already picked a time and is booked into your diary, and the no-show risk sits with us.

The price is the same for all four appointment types, from pension consolidation to £1m+ pots. Appointments cover savers who declare £250k–£3m in defined contribution pensions. We don't book anyone who declares more than £3m.

How do credits work?

One credit is one qualified show, worth £500. The minimum purchase is 10 credits (£5,000). We set it at 10 because one or two meetings tell you very little about whether a new source of clients works for your firm.

• Credits are valid for 6 months from the date you buy them.
• 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.
• No payment when you apply. You buy your first 10 credits (£5,000) once your account is approved and set up, and appointments matching your filters are available.
• Top up whenever you want. There's no automatic renewal, subscription or contract period.
• Set a weekly capacity, and pause whenever your diary is full, so you're not sent more than you can take.

If you're not sure what weekly capacity to set, how many clients a financial adviser needs runs the capacity maths.

What counts as a qualified show?

VouchedFor dropped pay-per-meeting pricing in 2013 after advisers disputed which meetings counted (Money Marketing, 2013). So we publish the test in full. A show is charged when all of these are true:

1. They turned up. They joined the video call, answered the phone or arrived for the meeting within 15 minutes of the booked (or rebooked) start.
2. You talked about their retirement for at least 10 minutes. A genuine conversation about their pensions and plans, not a two-minute "I'm not interested".
3. It was the person who booked. Their partner joining as well is welcome. A partner on their own is rebooked, not charged.
4. They confirm defined contribution pensions at or above the minimum band you selected. That's £250,000 or more, or £500k+ or £1m+ if you set a higher minimum. Their band is self-declared, so you reconfirm it on the call. A lower band than they picked still counts if it's at or above your minimum. Below your minimum is credited, even if they hold £250k or more.
5. They live in the UK.
6. They're not already your client or a live prospect. You'd need a record in your CRM dated before the booking.
7. They want regulated advice and accept that advice is paid for. They can still question your level of fee. What fails the test is someone who wants free guidance only, or won't pay any fee for advice.
8. They can be advised. They're 18 or over, and they aren't only after something you've switched off (a DB transfer, for example). Whether you can take them on is your judgement as the authorised firm; we don't pre-judge it and our qualifier doesn't assess it. If you decide on the call that you can't advise them (for example, you have concerns about their capacity to make the decision), flag it within 72 hours with the reason and what you observed, and we review it like any other disqualification.

The same rules sit in the lead quality page, with the reasoning behind each one.

What's credited and what's charged?

The line we draw: if the prospect wasn't who they said they were, or couldn't take paid advice from you, you don't pay. If they were, and simply didn't buy, you do.

How do disputes work?

Most outcomes need no discussion. A no-show is a no-show. For disqualifications, or anything you think we've got wrong:

The remedy is a credit back to your balance, not cash. We review accounts whose no-show and disqualification rate runs well above the average, and we'll close accounts that mark outcomes dishonestly. That protects the firms playing it straight.

What don't you pay for?

What's included with every show?

What each show comes with:

How we source and check every appointment is on the lead quality page, and the step-by-step is on how it works.

What does a new client cost you?

Because you only pay for shows, the maths starts from one number: £500 a meeting. The number that matters is how many shows become clients. Set it to your own rate, pick a pot size, and put in your fees.

Illustrative, not a forecast. Your results depend on your fees, how fast you follow up, and your proposition. The sums assume a flat fund value, that the client stays for 5 years, and that ongoing fees start in year 2. They leave out your time, paraplanning, platform costs and any minimum fee you charge.

Three scenarios at £500 a show:

We default to 25% because it's a cautious planning figure, not a promise. Please don't plan on 30 to 40% until you've seen your own numbers. We don't publish conversion claims for InvestmentsBooked. Your own outcomes are in your account, because you mark each one.

Benchmarks, checked 27 September 2026. Ongoing fee default 0.83% a year: the 2026 average ongoing advice charge in NextWealth's fee benchmarking report. Initial fee default 2%: initial advice is commonly quoted at 1% to 3% of the amount advised, often with a minimum fee (Which?; an advice-market range, not specific to independent firms). The average minimum initial fee was reported at £1,949 from NextWealth's 2026 business benchmarks (Professional Paraplanner; a reported figure we couldn't confirm in NextWealth's public pages). For scale, the FCA's 2025 advice market survey puts a typical adviser's client at about £250k of assets and £2k of revenue a year (FCA).

How does £500 a show compare with Unbiased and VouchedFor?

Comparing £500 with a £193 enquiry isn't fair to anyone: one is a meeting, the other is a contact you still have to turn into a meeting. So the table below converts each option to enquiry spend per attended first meeting, under three assumptions about how many enquiries get that far. It can't go one step further, to cost per qualified meeting, because nobody publishes how many attended enquiries would pass a test like ours (£250k+ in DC pensions, wants paid advice, 10+ minutes). Our row is already on that basis. For the whole UK market, from raw enquiries to booked appointments, see how much financial adviser leads cost.

Read it honestly. If half or more of your enquiries turn into attended meetings, a £250k–£500k Unbiased enquiry or a £250k+ VouchedFor enquiry costs less per meeting than we do, before subscription, VAT and the time you spend chasing. Where fewer enquiries reach a meeting, or for £1m+ clients, a flat £500 show costs less.

The assumptions, stated plainly:

• Reach rates are assumptions. Neither Unbiased nor VouchedFor publishes the share of enquiries that become attended meetings. 67%, 50% and 33% are scenarios, not data. Unbiased vs VouchedFor compares the two directories head to head.
• The bands don't measure the same thing. Unbiased prices by the consumer's stated wealth or assets. VouchedFor prices by the minimum wealth level the adviser selects. Our band is self-declared defined contribution pension value, reconfirmed on the call.
• VAT. Their prices are before VAT; we add none. If your firm can't reclaim VAT, add 20% to their figures.
• VouchedFor's prices are announced prices effective 1 October 2026, on top of Unlimited membership at £96 a month plus VAT on a 12-month commitment.
• Unbiased enquiries are exclusive once you buy them, and its subscription includes mandatory monthly credits. Its refund policy excludes missed appointments and consumers who don't respond (Unbiased). VouchedFor's excludes an enquirer who doesn't attend a follow-up appointment (VouchedFor).
• Your time isn't in the table. Chasing, booking and reminding is work we do before the meeting. Reviews, profile visibility and brand come with a directory listing and not with us.

The full side-by-sides are on our Unbiased alternative and VouchedFor alternative pages. We're also not the only firm selling booked pension meetings. Others do too, some cheaper, some with lower pot floors. What we add is a published price, a published show test and a published dispute process.

Sources, checked 27 September 2026. Unbiased enquiry prices by customer wealth level, ex VAT: Unbiased help centre; subscription credits: purchasing enquiries; exclusivity: Unbiased Pro pricing. VouchedFor enquiry prices from 1 October 2026: VouchedFor help centre; membership: membership costs. Prices change; check the source before you decide.

FAQ

Is VAT added to the price?

No. A qualified show costs £500, with no VAT added. Unbiased and VouchedFor quote their prices before VAT, which matters if your firm can't reclaim it.

Do I pay if the prospect doesn't become a client?

Yes. You pay for a qualified conversation, not a sale. If they turn up, talk to you for at least 10 minutes about their retirement, confirm pensions of £250,000 or more and want paid advice, that's a show, whether or not they sign.

What if their pension turns out smaller than they said?

If it's under £250k, flag it within 72 hours and the show is credited after we check it. 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 in a lower band than they chose but still at or above the minimum you selected, it counts as a show. The band is self-declared, so you reconfirm it on the call.

Is there a contract or minimum term?

No subscription, no retainer and no minimum term. The 10-credit minimum (£5,000) is a minimum purchase, not a commitment to keep buying. No payment when you apply. You buy your first 10 credits (£5,000) once your account is approved and set up, and appointments matching your filters are available. You can pause appointments whenever your diary is full.

Do credits expire?

Yes, 6 months after you buy them. 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. Set a weekly capacity you can fill, and pause when you're busy, so you use them inside that window.

Why £500 a show?

It pays for approved advertising, qualifying and booking the prospect, reminders, and carrying the cost of every no-show ourselves. Per attended meeting it sits close to the enquiry spend for a £250k+ client elsewhere once some enquiries fail to reach a meeting, and it stays flat for £1m+ pots. See the comparison table.