Our Services
We advise on all aspects of generating income from pension schemes. We have two main strands to our business:
Individual Clients
Our clients have built up pension funds from a variety of sources. When they reach retirement it is very important they understand the options available to generate income. We aim to provide clients with all the information they need to make a decision they feel comfortable with. The emphasis is subtle but very important to us – the client buys from us – we do not sell to them.
Through Employee Benefit Consultants and Trustees
Many billions of pounds are invested in occupational pension schemes run by employers. Specialist firms of employee benefit consultants advise employers and we work extensively with them to ensure employees maximise their income when annuity purchase is required. We offer a wide range of services including outsource of wake up packs and annuity broking through to fully regulated financial advice for members.
