IFA Support

We have been fortunate in developing working relationships with IFA firms throughout the UK. Typically these tend to be highly capable firms who do not have the appetite to offer occupational pension advice. If, as an IFA firm or individual, you would like to offer this important area of advice to your clients but do not want the responsibility, our “IFA Partnership Programme” may be the solution.

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Client Feedback

Real Solutions

James was working in IT and he’d had enough, age 56 he wanted a change. Married with no dependants and in good health, James handed in his notice and requested pension details.

The information revealed a pension of £20,000 was payable from age 60, this was revalued up to that age and increased in payment. The pension provided a spouse’s pension of 50% and a lump sum of £101,000, alternatively he could receive the pension at age 56 with a 20% discount.

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Enquiries – please call us on 028 807 57367

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