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.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.