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

Trustee survey results: overcoming the risks at-retirement.

Trustee survey results: overcoming the risks at-retirement.

8th August 2019

Freedom and choice in pensions revolutionised the world of retirement income.

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Why financial wellbeing is more than just a buzzword.

8th August 2019

One of the most crucial elements of employee financial wellbeing is retirement preparation.

Top 5 considerations for employees and members before accessing their pension.

Top 5 considerations for employees and members before accessing their pension.

7th August 2019

WEALTH at work outlines top 5 tips to accessing pension.