Information For IFAS
Pension planning for personal clients in the post stakeholder world has created a major new challenge for IFAs. Added to this has been the introduction of a much tougher regulatory regime following “N2”. For most clients their pension fund will represent a major element in their financial resources and ultimately may become the largest single asset they own. It is therefore an area in which there is both opportunity and threat. In the new environment the key to creating and growing a mutually profitable relationship is by offering your clients added value while minimising your own compliance risk. By working in partnership with Intelligent Pensions both of these objectives are achieved.
Our services are designed to compliment the advice you provide on other aspects of your clients’ needs. Our objective is to enhance the range and quality of services you offer by giving you and your clients access to specialist pensions expertise in areas such as transfers and income drawdown. With many G60 qualified specialists throughout the U.K. we can add a new dimension to your business and can even help you with development of professional connections.
In addition to our technical support your clients will have the benefit of our unique systems capability in the design and management of private pension funds. Our retirement modelling and risk management systems have already gained widespread acclaim from IFAs and our services are approved by most of the leading networks.
Many IFAs enjoy technical support from insurance companies but what gives us a unique advantage over product providers is that we also take the compliance responsibility for any arrangements we establish for your clients. Furthermore, although we take responsibility for the advice, since we do not hold agencies with product providers, under our retirement plans all investments are placed through your own agency on “execution only” terms under which you retain all commissions. Our costs are generally met by fees charged direct to your clients’ retirement funds.