We specialise in delivering affordable regulated advice solutions for individual members of workplace pension schemes, both DB (defined benefit) and DC (defined contribution).
The new pension freedoms and growth in DB transfer activity present a number of challenges to employers and trustees. When and what to communicate, what services, options and defaults to make available and how to get members to engage more effectively with their pension and retirement plans.
Everyone’s retirement will be different and ‘one size fits all’ approaches are no longer suitable. A more personalised approach is needed and that’s where we can help.
At Intelligent Pensions, we are uniquely positioned to help employers and trustees meet their obligations and support members to achieve the best possible outcome to meet their needs and objectives – all with the backing and reassurance of full FCA regulatory protection.
Our range of Pathways services are designed to help members choose the right path towards retirement and beyond. Our core Pathways advice services include:
- Pension Freedoms advice - before, at and beyond retirement.
- Defined Benefit pension transfers
- Lifetime allowance planning, and
- Pension Seminars
As the UK's leading retirement income planning specialist, our expertise, experience and consistency of service make us an ideal partner to add value to any workplace pension scheme.
Please contact Andrew Pennie (07831-491068) or email Pathways@ipifa.com for more information.