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 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

Pensions dashboards are only part of the picture.

Pensions dashboards are only part of the picture.

9th April 2019

The DWP has published its response to its consultation on pensions dashboards.

Guiding the way at-retirement.

Guiding the way at-retirement.

25th March 2019

Before any decisions are made at-retirement, individuals really need to understand what their options are.

Understanding the risks at-retirement.

Understanding the risks at-retirement.

25th March 2019

Jonathan Watts-Lay, Director, WEALTH at work, takes a look at understanding the risks at-retirement.