The importance of financial advice
In our view, expert financial advice is essential - which is why we’re committed to selling our products through financial advisers and employee benefit consultants.
Find a financial adviser
If you don’t already have a financial adviser, there’s a number of directories that you can use to search for financial advisers in your area and according to what services they offer.
- The money advice service retirement adviser directory provides details of financial advisers who are experts in:
- pension and retirement planning
- long term care planning
- equity release
- inheritance tax planning or wills and probate.
- The Personal Finance Society provides details of financial advisers who provide a wide range of services including pension and retirement planning. The full range of services are detailed on their website.
- The Society for Later Life Advisers (SOLLA) provides details of financial advisers who are experienced in:
- pension and retirement planning
- long term care planning
- equity release
- inheritance tax planning or wills and probate.
- vouchedfor provides details and customer reviews of:
- financial advisers
- mortgage advisers
- solicitors
- accountants.
- Unbiased.co.uk provides details of:
- financial advisers
- mortgage advisers
- accountants.
Advisers may charge for their services – though they should agree any fees with you upfront.
Your financial adviser will play a vital role in:
- ensuring your group pension plan meets the needs of your business and your employees.
- deciding how much to pay into the pension.
- selecting a suitable default investment option.
- promoting the plan to your employees.
- reviewing your pension plan to ensure it keeps doing what you want it to do.