This offers your people access to Aspire to Retire so that they can check their understanding of their pension arrangements with an impartial expert.
Our team will explain how your workplace pension plan works, what the retirement options are, and what key decisions will need to be made by the individual. This is crucial because few pension savers really understand what they have and how it works.
Guidance is not a substitute for regulated financial advice, and there may be situations where an individual is unable to make their own decisions, particularly if their pension arrangements are complex. In these situations, we can usually offer regulated advice should they wish to appoint us as their financial adviser. An individual can request regulated advice from us at any stage of their retirement planning journey, or even post-retirement.
Financial guidance is simply the starting point for our services, as this provides what most of your people need at the lowest possible cost.