Working with partners and clients to deliver the best retirement outcomes

How we work

Intelligent Pensions works directly with private clients and in collaboration with financial advisers, trustees and employers to deliver high quality and tailored retirement planning solutions. Our vision is for clients to understand and maximise the financial options available to them in retirement within the context of their overall financial needs and objectives.

Through our online meeting technology and network of experienced retirement analysts we are able to provide a personal and professional service to all our clients. At the heart of what we do is ensuring we understand our client’s needs and objectives and can use our expertise and knowledge to best meet the needs of our clients.

Please read our client brochure for more information about Intelligent Pensions and our retirement planning services. 

To view our basic guide to your retirement income options, please click here.

We are authorised and regulated by The Financial Conduct Authority.

 

If you have a complaint:

You will be entitled to refer your complaint to the Financial Ombudsman Service who can be contacted at: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR, Telephone 0800 0234 567  www.financial-ombudsman.org.uk. We will provide you with a copy of the Financial Ombudsman Service leaflet; ‘your complaint and the ombudsman’.

 The Pension Ombudsman can consider complaints about the administration of personal and group personal pensions as well as occupational schemes. You have the right to refer your complaint to The Pensions Ombudsman free of charge. The Pensions Ombudsman can be contacted at 11 Belgrave Road, London, SW1V 1RB, Telephone 0800 917 4487.

The website address for the Pension Ombudsman Service if required is  www.pensions-ombudsman.org.uk  

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