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Benefits of Working With Intelligent Pensions

Working with Intelligent Pensions can provide a number of benefits to you and your clients. In addition, we take on full compliance responsibility for any advice given and throughout the lifetime of the plan.

Benefits for you:

  • Capture your share of a growing market
  • Retain control of your clients and strengthen relationships
  • Deliver an excellent retirement service for your clients
  • Maintain an ongoing income for your involvement
  • Free up your time to develop other profitable opportunities

Benefits for your clients:

  • A tailored retirement plan and bespoke investment strategy
  • Detailed annual reviews with a retirement specialist
  • Ongoing investment monitoring
  • Ability to understand and visualise their retirement strategy
  • Peace of mind.

“The key benefits being that I maintain control of the client relationship; whilst enjoying peace of mind that my clients benefit from specialist advice”

- Dominic De Vivo, Oakhill IFS Ltd, Woking, Surrey

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