- Helping members of occupational pension schemes to better understand their benefits.

17th November 2019
:: Adviser

Sample Factsheet - Redundancy - Defined Benefit Scheme - Active Member
What we do for financial advisers
We help advisers make understanding pensions easy for your clients. Educate and guide your clients through the pensions and 'at retirement' maze. Simply, effectively and compliantly. A growing selection of services and tools to help you attract and develop new business.
Dozens of pension education Factsheets to populate your website with - plus hundreds of ready-made web pages
Including our premier pension questionnaires, to help you with pension analysis and transfer analysis in an increasingly complex area 
Stay in touch with what's going on using our unrivalled pension news updates: a comprehensive time-saving filter
Packed with essential material, keeping you up to date with current and forthcoming issues and events
We help you and your clients by providing a dedicated 'phone helpline giving unbiased answers to their questions
A forum for advisers to exchange views, and ask questions. Plus, for your clients to use, our Scheme Member Zone forum  
Just wanted to say how incredibly useful both your daily comments and actual website are to me as it helps me to have a sensible conversation with my clients. Thanks very much.
Nick Lawman, IFA, Options Strathclyde
What's the cost? Find out moreHow much does it cost?
Some of our services are FREE. Some are paid for by subscription. Choose the right package for you.
Additional Services
 Additional ServicesSome of the extra services we provide:
Platinum Service
Platinum Service
Tailor-made services for you and your business. Tell us what you want
Website Audit
Website Audit
Is your website up to date? 1-in-4 we surveyed had errors.
Project management
Consultation Service
Cash enhancements, bulk transfers, scheme closure, website launch, project management
Employee Seminars
Library and Factoids
A library of archive pension news, articles, research and report gathered in one place
004 v2.5

© Ltd – 2019