The leading retirement planning specialists for DC schemes, financial advisers and clients. Voted Best UK Retirement Adviser in 2016, 2014, 2013 & 2012.
UK
Joined August 2012
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The Vouched For top rated guide highlights the top financial planners in the UK according to independent client feedback. We thank our clients for their support. vimeo.com/1064364425
We are incredibly proud to share that eight of our advisers have been recognised as Top Rated Advisers in the 2025 VouchedFor guide today. vimeo.com/1064364425
Congratulations to our financial planners who have made it on to the VouchedFor Top Rated Adviser list announced today in The Times. And a huge thanks to our customers for their reviews. intelligentpensions.com/brea…
A new dawn for annuities.. or a false dawn? ow.ly/FAJK50K9PgV There are many factors at play - take specialist advice and get the best outcome for you.
Intelligent Pensions retweeted
#CareyPensions just who bears the blame, @iPensions @PensionsGirlie ...10 years since that transaction, considerable legal time and effort has gone into deciding who was ultimately responsible when Mr Adams suffered a loss on this #investment... actuarialpost.co.uk/article/… #pensions
Fiona Tait: Annuities - the ultimate in 'simplification' ...we wish! professionaladviser.com/opin…
Pension Wise is a great service but is only guidance. Many people will need advice and the link between guidance and advice must improve. #DIYisDangerous bbc.co.uk/news/business-6002…
Pensions are the most tax-efficient and flexible investments you can own. Retirees often spend pensions ineffectively and without consideration of what is sustainable and the risks at play. Get advice before it's too late! #PAD2021 #PensionAwarenessDay
Intergenerational planning opportunities... it's the future!
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Will you be owed a pension top-up for your DB pension transfer? ow.ly/gbfR50Ct5Va
Contingent fees ban creates more VAT confusion for adviser charges
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ALT confused, muddled, illogical
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When will you get your state pension and are you on track for the full amount? Find out here.. gov.uk/check-state-pension
Madness! Mistrust in pensions and financial advice is creating some very poor outcomes - tax, costs, inferior returns. Mistakes are easy, often irreversible and typically expensive. #DIYisDangerous #Advice ow.ly/nqMD50BGNi4
Two women who campaigned against state pension age changes lose their appeal #pensions bbc.co.uk/news/business-5415…
Specialist financial advice can deliver better client outcomes. DIY drawdown and investment is dangerous; mistakes are easy, expensive and often irreversible! #DontDIYGetAdvice ow.ly/4VtC50BpZCS
Despite the incredible rebound in markets, the Covid-19 impact on markets demonstrated the potential harm of sequencing risk. Protecting short/medium-term income needs is essential in #retirement. ow.ly/jYYN30r2K7F
