for Trustees - Go IFA - Independent Advice

Go to content

Main menu

for Trustees

Trustee services

We provide services to Trustees (and Employers) for Defined Benefit (DB) and Define Contribution (DC) pension schemes.

Our services include Member Advice and Helplines for:

  • At Retirement Advice on all of the options available in the whole of the market

  • Financial planning as part of flexible benefit programme

  • Pension Increase Exchange (PIE) projects

  • Enhanced Transfer Value (ETV) projects

We also provide Investment Governance to both DC and DB trustee boards.

Please contact Susan Phillips on 020 8213 5860 to discuss your requirements.

Back to content | Back to main menu