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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.

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*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

Financial wellbeing strategies will need to move up a gear or two.

Financial wellbeing strategies will need to move up a gear or two.

29th July 2020

It’s not uncommon for individuals to face financial worries at various stages of their life – whether that is dealing with debt, or making their monthly budget work.

PMI launches new financial education and guidance service provided by WEALTH at work.

PMI launches new financial education and guidance service provided by WEALTH at work.

28th July 2020

The Pensions Management Institute (PMI) has announced the launch of a new financial education and guidance service provided by WEALTH at work called ‘RetirementMatters’.

Employers and Trustees can do more to help combat pension scams.

Employers and Trustees can do more to help combat pension scams.

27th July 2020

Freedom and choice provides flexibility for pension scheme members but the downside is that without sufficient knowledge, it can be easy for them to make poor decisions.