Protected Retirement Plan Advice

If you're unsure what option is right for you, we can help. Speak to one of our advisers who can make sure you choose the right product for you.

Our advisers will...

• collate all the details of your pension plans
• arrange for the transfer of funds if needed
• talk you through the application forms to make sure there are no problems
• complete all the paperwork. All you have to do is sign your name to the form

You could speak to someone like...

...like Nathan. He's worked in financial services for 12 years and been advising for the last 10. He specialises in helping customers pick the right option for their retirement.

A typical review will take around 20 minutes.

Industry changes

There are some industry changes that will affect the way financial advice is given, how it's paid for and the qualifications needed by the advisers to provide advice to customers. Here is a summary of those changes:

1. You now have the choice of paying a fee directly to your adviser up front, or by reducing your investment. Advisers will no longer get commission. This means you’ll know exactly how much the advice will cost and you can be sure that the advice isn’t influenced by the amount of commission being paid.
2. You'll be told if the advice you get will consider all or just some the products in the market. Either way, you'll understand what you’re paying for.
3. Advisers selling financial advice will have to pass harder exams and study development courses throughout the year. This means that you can be sure that the advice you get will be of a higher standard.

We offer a range of the protection, pension, annuity and investment products from the Liverpool Victoria group of companies. We also offer annuities and investments from a limited number of other companies.

To speak to one of our advisers please contact us on 0800 587 3057. Our opening hours are 9.00am - 8.00pm Monday - Thursday and 9.00am - 5.00pm on Friday.