How we can help

Guidance

Our team can provide you with information about the options that are available to you at retirement (or even if you’re just looking to take some money from your pension). The information you receive isn’t personalised to you and you’ll need to make your own decision on the most appropriate actions for your circumstances.

Our retirement team

We can explain what retirement income options are available to you within your existing pension plan and which are not. This is available at no extra cost. If you’re considering a guaranteed income for life we have specialists that can help you shop around for the best deal. There is a fee for this service.

Financial Advice

Taking advice before you commit to a decision about your retirement could be a valuable long-term investment.
Financial advisers are qualified professionals who will only recommend which course of action is right for you after taking account of your overall financial and personal circumstances. Financial advisers charge a fee but their expertise can offer peace of mind and access to other products in the market that may better suit your financial needs. They are regulated by the Financial Conduct Authority (FCA) and you benefit from additional consumer protections. The Money Advice Service provides an online directory of regulated advisers.