We believe that for anyone making that move away from a final salary scheme needs to feel confident in what happens to their money. The actual process of transfer is only the first step into a longer term relationship with you, where we agree the right investment strategy for you. More importantly we will help you manage your future retirement income with you. Flexibility also brings responsibility. We want to be sure that you fully understand the implications of when and how much money to draw from your new arrangement and most importantly the most tax efficient way of using your funds.
Our investment solutions are all UK approved schemes with a carefully selected range of funds that are designed for those who either still want to grow their funds (pre-retirement) or those who have started to access the benefits (post retirement). Our advisers all have the advanced qualifications required by our regulator to give advice in this area.