Guidance services

Introducing our guidance services

If you’re an organisation operating in UK retirement markets, you may have customers or pension scheme members who need assistance with their pension savings but don’t need full regulated advice.

They may want help finding the most appropriate guaranteed income for life solution from across the whole of the open market. They may want to access their tax-free lump sum, and need guidance on how to select an appropriate investment fund for the rest of their pension savings. Or they may just want help understanding their options.

Our guidance services give them the help they need - delivered online, over the phone or a combination of the two.