Your Gateway to High-Intent Retirement Leads
MyPath2Retirement (MP2R) is a free retirement planning website that puts your firm in front of people at the exact moment they need regulated advice. Users have a conversation with an AI assistant, get a personalised action plan, and when they need a professional, they’re pointed straight to you.
MP2R is not a lead list. It’s a website that builds trust over time. Users chat with an AI retirement companion, get a personalised 30/90/365-day plan, and are connected to you, the local expert, only when they’re actually ready to talk to a professional.
How the Crowd Marketing Model Works for You
MP2R runs on a “crowd marketing” model. Instead of paying thousands for your own lead-generation site, you share a high-authority platform with other advisers, each with their own exclusive postcode area.
-
The Subscription: For a small monthly fee, your firm is part of the MP2R website. Every user in your area who is thinking about retirement will see your firm when they need help.
-
The Adviser Map: You get exclusive or featured placement on our interactive postcode map. When someone in your area needs a professional, your firm is the one they see.
-
The AI Referral Engine: The AI assistant is available around the clock, answering retirement questions. When a user’s situation calls for regulated advice, the AI spots it and refers them directly to you.
A Pre-Qualified Client Journey
Everything on MP2R is built to move users from “just looking” to “ready to talk to an adviser.” By the time they reach you, they already understand their own situation:
-
The AI Conversation: Users start by chatting with an AI retirement companion. It asks the right questions, explains their options in plain English, and doesn’t require a signup. By the time they contact you, they already know what they need help with.
-
Personalised Action Plans: After the conversation, users get a 30/90/365-day plan covering financial, health, and purpose goals. They turn up at your firm with a clear picture of their priorities, not a blank page.
-
The Warm Handover: Think of the AI as your front desk. It handles the initial questions, builds trust over time, and passes the user to your firm when they actually need regulated advice.
Features That Do the Work Before You Do
Before a user ever contacts you, they’ve already been through a process that answers their basic questions, builds their understanding, and identifies what they actually need. You get the conversation that matters, not the one that wastes your time.
AI Retirement Companion
Users can talk to an AI retirement companion any time, day or night. It speaks UK English, understands pension rules, and adjusts depending on whether someone is 25 and thinking ahead or 55 and ready to make a move.
The Benefit to You: The AI handles all the initial questions. It warms users up, explains the basics, and passes them to you when their situation calls for a regulated professional. No cold leads, no tyre kickers.
30/90/365 Action Plans
After their conversation, each user gets a personalised plan split into three timeframes: 30 days, 90 days, and 365 days. The plan covers three areas: financial security, health and wellbeing, and life purpose.
The Benefit to You: Users turn up at your practice already knowing what they want to achieve and when. You spend less time on the basics and more time on the advice they’re actually paying for.
Zero Signup Barrier
Users can start chatting and get their plan without creating an account. No registration wall, no email gate. They get value in under five minutes, which means more people actually finish the process.
The Benefit to You: More users complete the journey because nothing gets in the way. Every plan generated, every conversation finished, is another person who’s been educated and pointed towards your firm.
AI Voice Companion
Some people would rather talk than type. MP2R lets users have a real voice conversation with the AI companion, which makes the whole thing more accessible, especially for older users who aren’t as comfortable with chat.
The Benefit to You: People who would never sit down and type out their pension questions will happily talk through them. That opens up a much bigger pool of people who end up being referred to your firm.
Exclusive Postcode Map
The last step is the interactive adviser map. Once someone has been through the process and the AI has spotted that they need professional help, they’re shown the map and find you by postcode. Your firm comes up as the local specialist.
The Benefit to You: You’re not just a name on a list. You’re the adviser that a platform they already trust is pointing them towards. They come to you already understanding their situation and ready to talk.
What Your Future Clients See
This is what the experience looks like from the user’s side, from landing on the site through to being connected with you.
