Individual guidance sessions can be provided to staff at your workplace by your Independent Financial Advisor
We can structure this support to meet your needs, but typically a day will involve 30 minute meetings with individual employees, that can be as simple or as technical; as required. These meetings involve working with a member to help them understand how to get the best from their pensions and make educated decisions on their retirement planning.
We work with individuals to;
- Help understand where they are now and where they want to be within their retirement objectives and needs.
- Understand current and alternative investment strategies
- Pension contribution options and the options around pension consolidation
- Options come retirement
More complex topics can also be explored with senior staff members, such as tapered annual allowance and lifetime allowance issues.