Empowering You to Make Informed Pension Decisions

I have known Pete Lawlor for many years, and he has always been our ‘go to’ expert on all things pension related.

We are very lucky to work at a high level so that such issues as the LTA and recent changes are highly relevant to the majority of those we advise. We went through our entire client base and identified everyone for whom an LTA election was advisable. We have now gone through the client base again to see what demands the changes in rules lead to. This has generated a lot of work for us.

Much of the advice is also a commercial protection for us – for example in ensuring that we have the correct contingent death benefit nominations in place.

The advice that Expert Pensions Consulting give is clear, concise, and delivered with a touch of humour to both aid comprehension and sugar the pill of the frequent complexity involved. We wouldn’t consider any other provider and as we can book much of the time as CPD, it’s a win-win!

We have sought assistance from Pete and the Team at Expert Pensions Consulting for a number of different technical pension issues over the last 18 months and have always found them to be totally professional, extremely helpful and above all totally accurate in the guidance provided.

We have no hesitation in recommending the services of Expert Pensions Consulting and will certainly be using them ourselves in the future.

In an industry which is constantly affected by legislative changes, we are always looking at ways we can maintain the best service for our clients and updating our knowledge is key to that.

When we were planning a technical training day as part of our Consumer Duty preparation, Expert Pensions Consulting was the obvious choice for us. We have worked with John Reynolds and Peter Lawlor in the past and have the highest respect for both of them.

We liaised with Peter about the content for a bespoke training day at our offices and he delivered exactly what we hoped for. Our advisers and business support team all had a great day, and everyone welcomed the dedicated time to focus on updating and expanding our knowledge.