Our investment 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.
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Our investment 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.
*Service Feedback results August 2023
As there is a growing need to provide support for pension scheme members at-retirement, Trustees also find that our investment 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.