Refer A Friend

Give the gift of financial confidence to a loved one.

If you have benefitted from support and advice from PenLife, then why not let others know? Our Yorkshire-based, no-nonsense financial advice has been valued by our customers since 1984.


If you do refer a friend, we will send you a £50 reward to say thank you!

Remember, there’s no limit to the amount of people you can refer!

Please see below for the terms and conditions.


To invite your friends to join PenLife, please kindly fill in the form below.


£50 Referral T&Cs


  • To qualify for the £50 payment, the Referrer must provide the Referree’s full name and either a valid phone number or an email address.
  • The Referrer* should refer people they know who are actively seeking advice.
  • The Referree should be aware that they are being referred and should expect contact from a PenLife Financial Planner.
  • If the Referree* has been referred in the past, the Referrer will not qualify for the £50 payment.
  • If a couple is referred, it is treated as one referral and the Referrer will receive one £50 note.
  • The £50 payment will be posted to the Referrer’s home address upon receipt of the required information, in the form of a banknote+.
  • There are no limits to the number of people that can be referred.


*Referree = The person who has been referred to PenLife

*Referrer = The person who has made the referral to PenLife


+We can do bank transfers if you prefer, just give us a call and let us know.


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