Our services include:
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Financial Education
Many employees struggle to understand basic financial and investment issues and often fail to realise the various benefits on offer in the workplace. Our comprehensive financial education programmes can aid understanding around this and can help your employees make well-informed decisions throughout their career and lead to improvements in their financial wellbeing. This is especially important at-retirement when facing life changing decisions about how to maximise retirement income. For more information, please click here.
As there is a growing need to provide support for pension scheme members at-retirement, Trustees also find that financial education helps their members to fully understand their options at-retirement, which leads to improvements in their retirement outcomes. See our retirement income options service to find out more.
Financial guidance
We also offer financial guidance services for employees and pension scheme members who need one-to-one support.
Financial Guidance Clinics
Financial Guidance At-Retirement
Regulated Financial Advice
Regulated financial advice will help your employees understand their personal financial situation, whether they’re saving for their future, facing investment and tax, or selecting their retirement income options. For more information, please click here.
As there is a growing need to provide support for pension scheme members at-retirement, Trustees also find that regulated financial advice helps their members to fully understand their options at-retirement, which leads to improvements in their retirement outcomes. See our retirement income options service to find out more.
* Service Feedback results January 2019
Implementation
We provide a service to help you implement your unique objectives.
This can include;
Retirement Income Options Service
Freedom and Choice in pensions has increased the risks and complexity that employees and pensions scheme members face in the lead up to and at-retirement including; falling for a scam, buying inappropriate retirement products, paying more tax than necessary, running out of money, or not understanding the risks around defined benefit pension transfers. This has created a growing need to provide support for employees and members at this stage.
Our comprehensive financial education and guidance programmes can help your employees and pension scheme members understand the key considerations faced in the lead up to and at-retirement. This can be supported by our regulated financial advice service which consider all lifetime savings and pensions to provide a holistic plan for individuals.
We can also help employees and members implement their chosen retirement income option(s) – whether that is an annuity, income drawdown, cash withdrawal or a combination of options. As requirements and circumstances will often change, we also provide ongoing support throughout retirement.
Also in this section
Latest News
Top ten tips to avoid getting into debt this Christmas.
23rd November 2021
Christmas is an expensive time of year with the cost of presents, food and entertaining, and according to MoneyHelper, a quarter of individuals are worried about going into debt as a result of the festivities this year.
New measures to protect pension savers from scam transfers.
17th November 2021
New measures to protect pension savers and help stop scam transfers in their tracks will come into force on Tuesday 30 November. It will mean suspicious pension transfers can be stopped from ending up in the hands of a fraudster, as pension trustees and scheme managers get new powers to intervene.
Safeguarding pensions and stopping scammers.
29th October 2021
Jonathan Watts-Lay, Director, WEALTH at work, joined Professional Pensions in a webinar which looked at the challenges members face from both pension scams, inappropriate advice and poor decision making.
