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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 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

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.