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We offer financial guidance services for employees and pension scheme members who need one-to-one support.

These include:

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Financial guidance clinics

We offer bespoke financial guidance clinics for employees and pension scheme members on a project basis either face-to-face, by video call or over the telephone. These projects can cover a number of areas but recent projects have included; pension closures, redundancy and Lifetime Allowance and Annual Allowance issues. Employees and members are able to ask specific questions relating to their individual circumstances and will receive financial guidance on their options.

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Financial guidance at-retirement

This service is available for employees and pension scheme members who are deciding how to best access their workplace pensions and retirement savings – whether they are defined benefit, defined contribution or a mix of both.

Using a structured set of questions and prompts, our telephone based guidance team will discuss scheme specific options and the relationship to other lifetime savings with employees and members, and if further support is required they will signpost to Pension Wise or regulated financial advice. A written report is created for employees/members and employers/Trustees will receive confirmation to record that a retirement guidance session took place. This service meets the Pension Regulator’s and FCA’s requirements to provide risk warnings for employees and scheme members.

What our clients say…

Lesley Sutherland, Group Pensions Manager and Head of Pension Projects, Experian

“Following the launch of our financial education and guidance service, we can now see members making more proactive and informed contribution and investment decisions. The seminars are an important call-to-action for retirement planning.”

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Nick Wheeler, Chair of Trustees, Volvo Group UK Retirement Plan

“The Trustees were looking for a service which could best prepare our members to maximise their retirement income with all the flexibilities now available to them under the pension freedoms…”

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Latest News

Top ten tips to avoid getting into debt this Christmas.

Top ten tips to avoid getting into debt this Christmas.

23rd November 2021

Christmas is an expensive time of year with the cost of presents, food and entertaining, and according to MoneyHelper, a quarter of individuals are worried about going into debt as a result of the festivities this year.

New measures to protect pension savers from scam transfers.

New measures to protect pension savers from scam transfers.

17th November 2021

New measures to protect pension savers and help stop scam transfers in their tracks will come into force on Tuesday 30 November. It will mean suspicious pension transfers can be stopped from ending up in the hands of a fraudster, as pension trustees and scheme managers get new powers to intervene.

Safeguarding pensions and stopping scammers.

Safeguarding pensions and stopping scammers.

29th October 2021

Jonathan Watts-Lay, Director, WEALTH at work, joined Professional Pensions in a webinar which looked at the challenges members face from both pension scams, inappropriate advice and poor decision making.