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.
Client Feedback
“I am an IFA and chose Temple Gray to sort my occupational pension transfer, they did a great job.”
Steve Pam – Steve Pam IFA Blackburn
“ I was referred to Paul & Colin by a friend who works in financial services. Their approach is very professional, the recommendations and process comprehensive but easy to follow. They are always on hand to answer queries, I have recommended them to colleagues.”
Fintan Griffin – Cheshire
“I have worked in the pension sector for over 20 years, I understand the industry and have many contacts. I chose to work with Paul and Colin to arrange my pension, technically they are great and their service is excellent. I am very pleased with the results.”
Dan Walker – Cheshire
“Paul and Colin have arranged my personal and business financial planning for over 20 years, their professional, attentive service is excellent.”
John Sturgess MD – MGS Technical Plastics Ltd
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.
Enquiries – please call us on 028 807 57367