About Financial Advice

One of the biggest changes brought about by retirement is the new financial situation. If a working wage is replaced by a pension income, your finances may shift dramatically. This can be daunting, and even a little confusing.

Fortunately, there is still significant freedom to control and manage your finances in retirement, helping you make the most of your financial entitlement. Seeking expert advice from industry specialists can introduce you to new options and solutions – helping you maximise the value of your pension, savings and equity.

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.

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?

It really is up to you. 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.

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.

At Age Partnership, our obligation-free service provides completely impartial and transparent assistance – helping you make the most of your finances during retirement. Talking to an Age Partnership advisor could help you make hugely beneficial changes to your retirement finances today and in the long term.

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