Bank of America UK Pension Plan
Bank of America UK Retirement Plan
Defined Contribution Section Member.
If you would like to speak to ilumiti regarding your options, simply fill in the form to start the process.
Get Started on Your Financial Plan
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Bank of America UK, working with their advisers, have assessed a range of IFA firms and believe that ilumiti meets their assessment criteria. Bank of America UK have worked with ilumiti to ensure that they understand the details of the Fund and are able to provide advice directly to Fund members at a negotiated rate.
— Bank of America UK
The background
You have some decisions to make regarding your pension and we at ilumiti are here to help you make those decisions.
We are able to guide you through your options by educating you on the various choices available.
Every scenario is different and we take the time to understand your individual circumstances for you to feel completely comfortable and that you are in safe hands.
Our Services
Simply select the option that best suits you, you can always move onto the next stage after you have spoken to your adviser.
Discovery Meeting
Guidance
Discover what your current pension plans will provide in retirement
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Discuss your current plans
✅ Annuity / Drawdown / Cashout comparison
£360
Initial Meeting
Advice
Receive advice on how to maximise your pension
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Review your current Procter and Gamble plans
✅ Annuity / Drawdown / Cashout comparison
✅ Detailed fact finding
✅ Review your Procter and Gamble Investment funds
✅ Follow up report
£600
New Product
Recommendation*
If you are about to retire you may need a new product to achieve your retirement goals
✅ Additional one hour consultation
✅ Product recommendation
✅ Set up new product including appropriate fund choice
Additional £300
* Typically only needed at retirement if a new product is required
Get Started on Your Financial Plan Today
Let's build a brighter financial future together. Contact us below
bofa@ilumiti.co.uk
0800 619 1019
Monday-Friday 9:00am-5pm