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.