INC. Business Matchmakers · Personal introductions
Discuss pensions in the context of your circumstances.
INC. Business Matchmakers discusses what you need and explores which personal introduction through our network could fit. You and the specialist then agree directly on the work to be carried out.
Entrepreneurs and employers can face different pension questions. What is already in place, what remains uncertain and which decision needs preparation? INC. explores a relevant introduction; personal financial advice belongs to the appropriately authorised professional.
Identify whose question is involved
Explain whether the issue concerns your own future income, an employer arrangement or a business change. Describe the trigger and the decision ahead. Sensitive financial files are not needed for the initial introduction; the adviser can agree a suitable information exchange later.
Ask for a clear overview
A useful discussion addresses existing entitlements, expectations and uncertainty. Include costs, responsibilities and the consequences of alternatives. Ask what service is offered and how the professional’s expertise and any required authorisation can be checked.
Define the advisory assignment
Agree the scope, fee and responsibility for follow-up. INC. does not arrange pension products or provide individual product advice. The appointed adviser assesses the options for your circumstances and explains the basis for any recommendation.
Frequently asked questions
Can a self-employed person make an enquiry?
Yes. Explain that the question concerns your own pension and the decision you want to discuss.
Can an employer arrangement be reviewed?
Yes. Outline the organisation and existing arrangement without sharing employee personal data here.
Is a future income amount guaranteed?
No. The aim is a professional assessment within an agreed scope.
From your question to a personal introduction
- 01
We clarify what you need
Tell us what you want to achieve, where you are now and your timescale. That gives the search a clear direction.
- 02
We check the right route
We explore the fit within our international network, including the network behind our members. Availability and interest on both sides are part of that check.
- 03
You agree the next steps
INC. prepares the introduction. The specialist discusses the approach, price and delivery directly with you. Guidance from INC. follows your membership arrangements.
Save time searching. Start with your question.
You do not have to build every connection yourself. Tell INC. which expertise you need so we can prepare a suitable personal introduction.
Please do not include confidential files or sensitive personal information here. We will first agree what information is needed.
Go to the membership application form
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