– We work directly with your clients with your permission
– We are responsible for the specialist defined benefit pension advice
– We provide pension advice and then we pass the client back to you. Your client always belongs to you.
Firstly, your client completes our triage: educational and unbiased video tutorial course to help them understand whether they may need pension advice, or not. On successful completion of the course, they make a decision to engage with us, or not. The clients are in control.
If they elect to engage with us and seek our regulated advice, there is no pre-determined outcome. We give ”best advice” – which is professional unbiased regulated advice, which weighs up all the pros/cons, strengths/weaknesses and trade-offs of gains/risks and concludes the ”best advice” which meets their specific retirement objectives.
As ever, the challenge for us isn’t just to know the rules, but to apply them to your clients real life. We believe in full transparency and work exclusively on a non-contingent fee for pension advice. For full details please read our Terms of Engagement for Clients.