My Path 2 Retirement
The AI-Powered "Path" to Retirement.
Claim your postcode, and have primed leads directed towards you
What is My Path 2 Retirement?
A user’s Path is a new, innovative way for the general public to navigate the road to retirement without the initial pressure of a financial adviser.
It is a structured, multi-stage journey managed entirely by a trained AI Digital Companion that guides users through a comprehensive 30, 90, and 365-day checklist.
Rather than facing a blank page, users follow this digital roadmap to organise their finances, clarify their lifestyle goals, and identify critical gaps in their planning.
For the vast majority of this journey, the AI operates autonomously, allowing the user to gain clarity at their own pace.
You are only introduced as the “Regulated Expert” when the AI identifies a specific task that legally requires professional advice, ensuring that by the time a referral happens, the user is informed, prepared, and ready to act.
The Dual Benefit for Advisers
Most lead generation platforms only pay off if a client clicks “contact.” MP2R is different. We provide value from the second a user enters their postcode.
Passive Brand Elevation
In the vast majority of cases (95%+), the user will complete their “Path” using only the AI. However, the moment a user identifies their location, your brand is locked into their journey.
The Digital Billboard: Your firm’s digital profile appears prominently on the user’s dashboard and throughout their path.
Constant Exposure: As the AI guides them through their finances and lifestyle goals, you are positioned as the local authority.
Zero-Effort Marketing: Even if the user never requires regulated advice, your brand has been seen, clicked, and associated with their retirement planning for months.
The "Regulated" Handover
The AI Companion is trained to know its limits. When the user’s path hits a milestone that requires Regulated Financial Advice—such as a pension transfer or complex investment review—the AI steps in.
Smart Referral: The AI explains to the user that this specific task must be handled by a professional.
Warm Introduction: Because you have been visible in the background throughout their journey, the AI’s recommendation to “speak with your local expert” feels like a natural next step, not a cold pitch.
Ready-to-Act Leads: When you get a referral, the “grunt work” is done. You aren’t hunting for facts; you are providing the professional oversight the AI isn’t allowed to give.
How the platform turns early-stage users into informed leads ready to speak to you
1. The AI Companion Takes the Lead
Users arrive with questions, not answers.
They work through a structured 30-day, 60-day and 365-day path, guided by the AI assistant. This covers the key areas that matter, including finances, lifestyle, and timing.
As they go, the assistant builds a clearer picture of their situation. That includes where they are based.
Once a postcode is identified, the relevant adviser for that area is introduced into the user’s journey in the background.
From that point on, you are part of their path. Even if they are not ready to speak yet, your name is associated with the next step.
This creates early visibility and familiarity before any contact is made.
2. The Adviser Map
As the user progresses, there may be points where regulated advice is required.
The AI assistant is designed to recognise those moments. When they come up, the user is directed to the adviser map and to your dedicated adviser profile.
Because you are already tied to their postcode, you are not one of many options. You are the relevant adviser for their area.
The introduction happens at the right point in their journey, when they understand why advice is needed and are more open to engaging.
3. Getting in Touch
If the user decides to get in touch, the conversation starts in a different place.
They have already spent time working through their situation. They understand their position, their options, and why advice is needed.
This reduces the time spent on basic explanations and early-stage qualification.
You are speaking to someone who is further along, with clearer intent and a better understanding of what they need.
Zero Liability
We’ve built MP2R to give advisers peace of mind.
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No Pre-Referral Responsibility: You have no involvement or liability for the AI’s conversations, the user’s data entry, or the “Path” design.
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Focus on Advice: Your professional responsibility only begins if and when a formal referral is made and you accept the client for regulated work.
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Hands-Off Management: The platform is a “set and forget” branding and lead-generation tool.
Designed with advisers frustrated by traditional lead generation.
£40/month
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12-Month Minimum Term: Lock in your territory and brand presence.
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No Per-Lead Fees: All referrals from your postcode are yours at no extra cost.
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Rolling Contract: After the initial 12 months, stay for as long as you like.
Less than the cost of a single bad lead.