4×4 succession is a unique buy-out retirement contract available to all our advisers, existing and new. It is the final piece of a comprehensive adviser support proposition to ensure your journey with us and into retirement, is truly easy. Advisers who have been with us for at least 4 years can retire from us with up to 4 times their annual renewal income.*

This is one of the best buy-out propositions in the market place today and probably the best from a National IFA; one who promotes independent advice on a national basis.

Financial advisers who join Truly Independent will no longer have to find a buyer to achieve 2 or 3 times their renewal at retirement. Simply by joining us, you have also secured a buyer.

When an IFA sells their business, the process of transferring their clients to the third party is an enormous task and stressful, especially when you would much rather be retired!

Equally, some competitors promise to provide retirement plans that are enticing and appear to be genuine, but somehow never reach fruition; such false promises can devastate a retirement plan. In contrast to those ‘false promises’, we will provide you with our buyout contract upon joining ensuring:

It exists
It states the value and payment plan
It sets out what is expected from the adviser

Imagine signing our agreement at the outset, and after at least 4 years all you need to do is to confirm your intention to proceed to retirement and simply walk away. It will be that easy!

*Qualifying Conditions
Advisers must be with us for 4 full years and have a signed Practice Acquisition Agreement during that time. All business conditions, compliance, value propositions and working practices as laid out by the firm in contracts, documentation and announcements must be satisfactory for assets under advice to qualify. Adviser annual renewal income means 0.4%; renewal fees above 0.5% will be ignored for the multiplier calculation of which 0.1% is, on average, already retained by Truly Independent Ltd. This offering relates to pension and investment business only.

Contact details

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

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