The process

Initial contact – our first contact with you will generally be by telephone, alternatively we can be contacted by e-mail, in writing or via our website. At this stage, we would like to receive some general information about you along with your proposed retirement date and anticipated pension fund. The gathering of these details allows us to assist you with your initial market research, enables us to provide you with relevant literature and seeks permission from you to contact you at a later date to help you further with the retirement process.

Research – on receipt of your checklist one of our dedicated retirement consultants will contact you to acknowledge receipt of the paperwork and will clarify with you what your objectives, aspirations and goals are in retirement. In certain circumstances we will write to your existing pension providers to obtain policy information along with an indication of what benefits may be available from your current arrangements. Independent research of the retirement market will then take place to allow us to formulate a report and recommendation to match your circumstances and goals.

Present Solutions - your retirement consultant will issue a tailored report having identified the most suitable product and provider for your retirement needs.

Agreement – your retirement consultant will telephone you to confirm that the report matches your objectives, goals and aspirations as discussed during the “research” stage. If you require assistance in completing the retirement paperwork your consultant will be on hand to help.

Administration – we will acknowledge receipt of the retirement documentation; we will put into place the recommendation; we may call upon your assistance in encouraging your existing pension providers to execute all transactions in a timely manner and we will arrange for the appropriate contract confirmation to be sent to you.