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
£300
Retirement Planning
Abridged Advice
Consultation to help you understand how your scheme can meet your objectives and to identify if you may benefit from full advice
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Review your current DB and DC plans
✅ Detailed fact finding
✅ Discuss how best to take the pension and cash lump sum
✅ Attitude to risk assessment
✅ Detailed report
£714
Retirement Planning
Full Advice
If it looks like a transfer could be in your best interest, proceeding to a full advice meeting will allow you to explore this further
✅ Additional consultations(s)
✅ DB options report
✅ Product recommendation (when required)
✅ Set up new product including appropriate fund choice (where required)