Since 1998, we have been providing comprehensive advice in all areas of retirement planning - maximising the retirement funds of our clients. We have established ourselves as a leading adviser in this market and currently manage in excess of 450m for our 1,600+ active clients. We have pioneered the use of computer analysis to help financial retirement planning.
This has enabled us to deliver a tailored computerised 'model' for every client which helps them to engage, visualise and understand their retirement planning strategy. Every client's unique retirement 'model' is stored and updated for review every year. Each individual client is treated as exactly that - individual.
This has enabled us to deliver a tailored computerised 'model' for every client which helps them to engage, visualise and understand their retirement planning strategy. Every client's unique retirement 'model' is stored and updated for review every year. Each individual client is treated as exactly that - individual.
Services
Post-Retirement
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A consequence of living longer is that we are generally retired longer and with a longer retirement comes a much greater chance that your circumstances will change, for example the possible need for long term care or the need to financially help your family. Post retirement planning is particularly relevant for those who have taken income drawdown or for those looking to raise additional capital/income by utilising the equity in their home.
FinancialAdvisers
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At Intelligent Pensions, our aim is to work in collaboration with Professional Advisers to maintain and strengthen their business in the complex area of pensions and retirement planning. With over 20 years experience of working with Professional Advisers and their clients, we have established ourselves as market leaders in this field.
Trustees andEmployers
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We specialise in delivering affordable regulated advice solutions for individual members of workplace pension schemes, both DB (defined benefit) and DC (defined contribution). The new pension freedoms and growth in DB transfer activity present a number of challenges to employers and trustees.
When and what to communicate, what services, options and defaults to make available and how to get members to engage more effectively with their pension and retirement plans.Everyone's retirement will be different and 'one size fits all' approaches are no longer suitable. A more personalised approach is needed and that's where we can help.
When and what to communicate, what services, options and defaults to make available and how to get members to engage more effectively with their pension and retirement plans.Everyone's retirement will be different and 'one size fits all' approaches are no longer suitable. A more personalised approach is needed and that's where we can help.
Advice Services
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A significant part of our business is advising on pension transfers whether it be transferring from a private pension arrangement or a company scheme. We have a team of dedicated pension transfer specialists and have advised on over 10,000 DC and DB pension transfers.
Intelligent Pensions are proud to hold the Pension Transfer Gold Standard and are committed to providing advice in accordance with the principles of the standard set by The Personal Finance Society.Defined Benefit (DB) (or final salary) Pension Transfers: As a result of the new pension freedoms, the number of defined benefit pension transfers has increased as more people are attracted by the freedoms, flexibility and favourable death benefits.
Intelligent Pensions are proud to hold the Pension Transfer Gold Standard and are committed to providing advice in accordance with the principles of the standard set by The Personal Finance Society.Defined Benefit (DB) (or final salary) Pension Transfers: As a result of the new pension freedoms, the number of defined benefit pension transfers has increased as more people are attracted by the freedoms, flexibility and favourable death benefits.
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