Principle 2 Pension Transfer Advice Based Upon Wellbeing and Objectives

Published / Last Updated on 07/06/2019

Written records of all calls, meetings and details: Factfind, health, wealth, money, life expectancy, blood line, hereditary illnesses, future income, expenses, likely changes, other guaranteed pensions or income, risk, tolerance to losses, your experience and more.

We record all meetings and telephone calls to ensure we can revisit any errors or omissions or double check both hard evidence facts as well as views, understanding and needs.

We also ask for, in writing, in your own words: what do you want and why do you want to consider such actions to ensure that all advice is offered in context to your PERSONAL position.

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