Member advice

Dedicated advice, to help scheme members make informed decisions and take control of their retirement.

Creating a retirement members can trust in.

We believe members get the most from their pension when they understand exactly how it will impact their future.

Our highly qualified retirement specialists put member experience at the heart of everything we do. By steering clear of jargon and taking the time to build trust, our tailored advice can bring certainty. It’s this clarity that gives members the freedom to look forward to their hard-earned retirement.

We’ve helped thousands of members realise their retirement goals. We keep an eye on value to find the best solution – whether you have a final salary or any other type of pension.

Excellent member experience

A dedicated team of specialists

Bespoke advice for every scheme

Leading digital solution and education tools

Experienced with schemes of all sizes

Targeted help to offer the best value solution for your scheme

Replacing uncertainty with confidence

Schemes are offering more options at retirement than ever. To make sure members take advantage, rather than feeling overwhelmed, the retirement experience needs to be as easy and engaging as possible.

We have a range of solutions, all focussed around providing members the help they actually need, in the most cost-effective way.

This can start with a programme of education to help members understand what retirement means for them. And it can include bespoke videos, online portals and guidance, or a more traditional approach, depending on what suits you and your members best.

As well as helping at retirement, we can also bring our expertise to specific situations such as advice around a buyout exercise, pre-retirement help or pension Increase Exchange exercises.

Starting with their needs

We listen. We are perceptive. We avoid jargon. And, most importantly, our specialists appreciate the importance retirement decisions hold for your members. We care.

Each individual has different needs, as does each employer or scheme. We start by finding out what really matters and building trust. So we can flex for each circumstance, whether that’s offering guidance or building engagement with intuitive technology.

FAQs

We can advise any UK resident on their plan as long as they are within 5 years of being able to take their benefits. This includes anyone who needs to retire early due to health reasons.

There are many ways to help your members, and not everyone needs the same level of support. Speak to us to find out how we can find your bespoke solution.