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Financial advisor services for member option exercises

As more defined benefit pension schemes sponsors are running member benefit exercises our team of qualified advisors and nationwide office network means that we have the depth of resources to service the largest exercises and support members with impartial, conflict free advice.

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Corporate pension scheme sponsors are increasingly offering members options in relation to their benefits held under defined benefit pension schemes through bulk exercises. We have significant experience in providing members with one to one guidance and advice in relation to whether to avail of Retirement Transfer Options (RTO), Enhanced Transfer Value (ETV) or Pension Increase Exchange (PIE) offers.

Our team of qualified advisors and our nationwide office network means that we have the depth of resources to service the largest exercises. Our approach to analysing options involves carrying out comprehensive fact-finds and asking members to complete risk questionnaires before we provide any formal advice.

We have developed a range of actuarial modelling tools which can assist members in understanding the options being made available to them. Our guidance and advice to members consists of a one to one meeting with one of our financial advisors and a comprehensive report documenting our guidance and advice. Our reports provide clear graphical and numerical analysis so that members can fully understand the advantages and disadvantages inherent in these options.

Member meetings and advice can be expensive so we have developed online microsites where members can explore the options available. This can be an effective “pre-screen” so that it is only members that are potentially interested in pursuing the option that avail of employer financed one-to-one meetings. Please contact a member of our team who would be happy to provide you with access to our online microsites and tools so you can explore how we inform and educate members as part of the process.

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