Investment Advice

Personal support for 
every stage of life

Our investment advice service will help your employees understand their personal financial situation, whether they’re saving for their future or facing investment and tax considerations.

Trusted support. At the right time

Our investment advice service can help people with the following:

Investment planning

For those that have existing investments and wish to consider the benefits of a structured investment plan to meet their medium to longer term financial goals

Pension consolidation

Supporting those that have a number of pension pots and wish to understand the benefits of consolidating them into one pension

Retirement planning

Providing support in the lead up to and at retirement on how best to maximise income

Share scheme maturity

For those who have or are about to receive shares from a maturing share scheme, and wish to understand how to mitigate any tax payment

Redundancy

Providing support for those being made redundant and need to understand investment options for severance pay

Helping employees understand their retirement income options

Our Advisers provide support with the implementation of retirement income options.

  • Purchasing an annuity

    An annuity provides a guaranteed income for life. We search the whole market, factoring in medical and lifestyle details to find the best option.

  • Selecting income drawdown

    Our service allows employees to draw income from their pension fund, whilst the rest of the fund stays invested in a discretionary managed portfolio.

  • Taking a combination of options

    Employees don’t have to pick just one route. They can mix income choices over time to match their changing needs.

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Register your interest for Workplace Savings

If you would like further information regarding workplace savings to include a payroll-linked ISA, broader services around Sharesave launch and maturity, or to speak to someone about the depth of financial education available, register your interest today.

Your details will be sent to the relevant department who will respond to your message as soon as possible. We will not pass your details on to any other organisation. We will process your information in accordance with our privacy policy.