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.
Why we are different
We recognise that you have a choice when you look for a retirement planning partner. We want to be your partner. We think we’re different from others – in a good way. Here’s how – and why it matters to our clients.
We’re Specialists In Our Field
Retirement planning is what we do and all that we do.
Since 1998, we have been providing comprehensive advice in all areas of retirement planning – maximising the retirement funds of our clients. We have established ourselves as a leading adviser in this market and currently manage in excess of £450m for our 1,600+ active clients.
We Pioneer Retirement Planning Technology
We have pioneered the use of computer analysis to help financial retirement planning. This has enabled us to deliver a tailored computerised ‘model’ for every client which helps them to engage, visualise and understand their retirement planning strategy. Every client’s unique retirement ‘model’ is stored and updated for review every year.
We’re A Quality Team
To provide a great service we need to employ great people. We employ talented specialists to deliver a specialist client experience. We’re focused on quality – in what we do and how we do it. Together with our clients, we’ve won numerous awards for our work. They’re nice to get, but that’s not why we do it. We do it to get results for our clients.
We Make It Personal
Each individual client is treated as exactly that – individual. We take time to understand client’s circumstances and objectives, so that they trust us to advise them on their key decisions. That is why our services are never ‘off-the-peg’, but always carefully tailored to suit each client’s particular needs.