advice

Our regulated financial advice service provided by my wealth, will help your employees understand their personal financial situation, whether they’re saving for their future, facing investment and tax considerations, or selecting their retirement income options.

Our regulated financial advice service will consider all lifetime savings and pensions to provide a holistic plan for individuals.

 

This service is particularly useful to those wanting to consolidate investments, manage company share scheme proceeds effectively, or for those preparing for retirement.

98%
*Service Feedback results January 2019

As there is a growing need to provide support for pension scheme members at-retirement, Trustees also find that our regulated advice service can help 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.

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Latest News

The changing DB transfer market.

The changing DB transfer market.

20th November 2019

Jonathan Watts-Lay, Director, WEALTH at work, joins PMI to discuss recent changes surrounding DB transfers.

Tips for employees to avoid getting into debt this Christmas.

Tips for employees to avoid getting into debt this Christmas.

5th November 2019

Top ten tips for employers to share with their employees on how they can avoid debt this festive season.

Less than one week to go until new pension ‘wake up packs’.

Less than one week to go until new pension ‘wake up packs’.

29th October 2019

Pension providers have been told they have to significantly reduce the size of the 'wake up packs'.