Partnerships

Partner with Pathlines

Smarter Pensions Solutions, Together

Every individual and business – regardless of size – deserves expert, hassle-free pension administration. We help financial advisers, employers, and organisations deliver clear guidance, trustee services, and smooth administration.

Together, we secure better financial futures with expert support and trusted solutions.

If you’re interested in securing Terms of Business with us and joining our platform as a partner please complete the contact form below

Adviser Support

A Pathlines partnership means passionate, proactive, and personalised support.

 We understand that our customers value the freedom to choose, which is why we focus on building strategic partnerships with regulated entities that align with our high standards and due diligence program. We want to work with and build relationships with:

  • Regulated advisers
  • Regulated networks
  • Regulated Discretionary Fund Managers
  • Regulated trading platforms (Direct clients)

Together, we create the best possible service experience — ensuring client satisfaction and long-term success.

How to Get Started

As a regulated Savings and retirement provider, we adhere to the Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) regulatory framework. This means we must approve all advisers and introducers before proceeding with business.

Any questions?

To get in touch please complete the contact form

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Client

Start your retirement planning journey and manage your pension effectively with us.

Adviser

Access dedicated resources and tools designed to support you in guiding your clients through their pension journey.