Supporting your pension
scheme members
How we can help you
We are a valued partner for employers and trustees appointing an adviser to support their employees and pension scheme members.
We advise members on their ‘At Retirement’ choices and in pension liability management projects such as ETV, FRO and PIE exercises.
We also advise thousands of employees with DC and DB pensions on saving into a pension, planning for the future and taking retirement income.
Additional Service information
As a national financial advice firm, we advise employees and pension scheme members wherever they are based in the UK. We provide advice by telephone and video conference, as well as face to face, should members prefer to speak with a local adviser. Our advisers will explain the options being made available, listen to your members’ objectives and provide a recommendation on the best outcome for their individual circumstances.
- Members have one adviser throughout their journey.
- Our experience of member communications helps maximise engagement.
- Face to face, telephone, video and online member portal available.
- We offer abridged advice with bespoke scheme pension recommendations.
- Our robust quality processes include 100% checking on complex cases.
Helping members prepare for their appointment
Please read our short guides and videos designed to help your employees and pension scheme members prepare for their appointment and make an informed decision.
Looking ahead for a happy retirement
Getting the full picture
Understanding your flexible
retirement options pension offer
Getting the most out of retirement
Getting the full picture
Understanding your Pension
Increase Exchange offer
Talk to a local expert
Ready to get more information on our At Retirement and pension liability management services? We have qualified advisers throughout the UK. One of our team can help talk it through with you and provide you with more detail around how we can help your employees and pension scheme members. Please contact us today.
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