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Financial Advice

Tailored Financial Advice

Your personal recommendation

What is financial advice?

Financial Advisors are qualified professionals whose job it is to help others to make the best decisions around their finances. All Financial Advisors are authorised and regulated by the Financial Conduct Authority (FCA) so the advice they give is regulated. This means they can only recommend you products that are suitable for you.

Do I need to take financial advice?

Many people feel happy to make their own decision once they have access to the information they need. Others would prefer an advisor to make a recommendation to them – perhaps if they have complicated finances, they are unsure about what to do or they do not feel that their needs can be met by one of the solutions available through our guidance service. Certain types of pension scheme can only be accessed through financial advice to ensure that they are suitable for your personal circumstances.

If you have one of the following types of pension, you will need to speak to one of our Financial Advisors or receive help from our Pension Transfer specialist:

  • Guaranteed Minimum Pension (GMP)
  • Defined Benefit Schemes
  • Section 9 (2b) Rights
  • Section 32 Schemes
  • Some Guaranteed Annuity Rates (GAR)

Plus:

  • Any policies which contain safeguarded benefits with a fund value above £28,000

We offer both guidance and financial advice, so you don't need to make up your mind straight away. Our advisors will explain the advised process to you up front so you can decide if you would like to go ahead and receive a recommendation or alternatively make your own decision. Please note that once you have started the recommendation process you cannot then choose to proceed without financial advice.

Financial advice from Age Partnership

It's the job of our Financial Advisors to assess your plans for retirement, taking into account your personal and financial situation, before recommending the best solution for you. This could help you with early retirement, or simply to achieve a better income for you in your later years.

Qualified and with wide-ranging experience in the retirement market, our advisors will take the time to research your existing pension scheme, before assessing your situation and making their recommendation to you. They will take into account your attitude towards investment risk as well as talking through your needs and aspirations in retirement.

Through this process you will be assigned your own specialist Financial Advisor, who will talk to you in plain English and answer any questions you have, making sure you understand your options and our recommendation. We will guide you through all the paperwork and complete as much as we can for you.

An Age Partnership financial advisor could be a great help throughout retirement, helping you make informed decisions in the short term and long term. Our impartial team offers completely transparent and independent advice, ensuring you receive only beneficial guidance. Providing complete peace of mind, our financial advisors can help you get the very most from your pension and savings well into retirement.

Working closely with all the leading equity release and pension annuity providers, our advisors are able to offer comprehensive advice and assistance. Ensuring you don’t enter into any agreement or take out a financial product in retirement without due consideration, our time-served, experienced financial advisors provide real world, real time assistance.

Our financial advisors can be contacted by phone call, email or callback 24/7, helping you with any questions or queries you may have regarding your finances in retirement. With no obligations or pressure, the team is solely dedicated to you and your needs.

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