If you’re going to put scheme members through a pension transfer exercise, it’s important to recognise that your employees will feel unsure about how this impacts their future until they’ve spoken with an adviser.
We continually recognise the ‘3Cs’:
When we advise your employees, we build our advice around five key considerations:
We have the skills, experience and expertise to put your employees at ease when discussing their future. We believe this creates an ideal working relationship with members.