Financial guidance

Whether saving for the future or planning for retirement, making financial decisions can be complex for individuals; especially when deciding the best way to access hard-earned savings at the point of retirement, or when faced with pension decisions before retirement.

To help with this, financial guidance can be provided via one-to-one clinics in the workplace or through telephone support to help individuals clarify elements of their financial situation.

Financial guidance will answer any initial questions but some people may need full regulated financial advice in order to make important financial decisions.