Pensions Advice
Does This Sound Familiar?
- You have a final salary pension but are not sure what you need to do to realise its true value
- You have multiple pension pots from a range of different jobs throughout your career, but most of them are dormant
- You’re looking to realise the benefits of your pension before you reach retirement
Secure your retirement
It’s highly recommended to seek advice before transferring a final salary pension.
Improve your returns
Get your pension working
we Will help you reach your financial goals
At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning and support. Pension legislation often changes, but our expertise in this field will help you navigate through complex regulations, while our independence will help you to find the best blend of pension products to suit your individual financial circumstances and aspirations.
This means we will:
- Conduct a review of your current financial circumstances, and understand your long-term goals
- Identify and recommend the best course of action to help you achieve your aspirations
- Implement plans that we agree on your behalf and continually review progress
we Will help you reach your financial goals
At Integritas Financial Planners, we specialise in helping individuals and small to medium-sized businesses to achieve their goals through holistic financial planning and support.
Pension legislation often changes, but our expertise in this field will help you navigate through complex regulations, while our independence will help you to find the best blend of pension products to suit your individual financial circumstances and aspirations.
This means we will:
- Conduct a review of your current financial circumstances, and understand your long-term goals
- Identify and recommend the best course of action to help you achieve your aspirations
- Implement plans that we agree on your behalf and continually review progress
The Pensions Advice Taskforce, a representative industry bodiy set up by the Personal Finance Society has etasblished a voluntary code of good conduct for Safeguarded and Defined Benefit Pension Transfers advice – the ‘Gold Standard’.
Adopters will display the Pension Transfer Gold Standard ‘badge’ an can be found by searching the Money Advice Service Directory. Integritas’ Listing can be found here
You can view and download a copy of the Pension Transfer Gold Standard consumer guide here
Schedule your free consultation today.
The Integritas Financial Planning Process
At Integritas, we take the time to understand your financial goals – and work with you to attain them. We do this using a five-step process:
Discovery
Your Aims & Objectives
Review & Recommendation
Implementing Your Plans
Ongoing Review
Discovery
Your Aims & Objectives
Review & Recommendation
Implementing Your Plans
Ongoing Review
