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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

Trustees to step up as the first line of defence against pension scams.

Trustees to step up as the first line of defence against pension scams.

22nd June 2020

The Pensions Regulator (TPR) has reiterated its warnings about scams after recent figures from Action Fraud show that over £5.3m has been lost to coronavirus-related scams since February 2020, with pension scams being among the most common type of fraud.

Help employees avoid losing their pension to scams and fraudsters.

Help employees avoid losing their pension to scams and fraudsters.

18th June 2020

WEALTH at work has shared its top tips on how pension scheme members can avoid losing their pension to scams and fraudsters.

Pension Change – Nationwide Building Society Case Study.

Pension Change – Nationwide Building Society Case Study.

12th June 2020

Defined benefit (DB) schemes are under increasing pressure to manage their costs and liabilities and the number of schemes considering their options are growing.