Private clients

The right independent advice at the right time

Occupational Pension Specialist

Pensions legislation has evolved significantly in recent years and many people are unaware of the rules regarding Lifetime Allowance, the Annual Allowance for contributions, Income Drawdown, death benefits and occupational pension schemes – all of which can have a significant impact on your pension and retirement plans.

Attivo Financial Planning believes that the vast majority of our clients need specialist pensions advice. Not all financial planning firms or Financial Planners are Occupational Pension Specialists; in fact, only a minority are. Attivo Financial Planning has supported and trained a number of our team to gain the advanced qualifications and experience required by the Financial Conduct Authority to provide advice in this complex area of financial planning. This enables us to give pensions advice on occupational pension schemes including Final Salary and other complex pension schemes with guarantees and protected rights.

It is imperative that your pensions are reviewed regularly, not only to ensure they meet your retirement objectives, but because of changes to legislation and pension schemes themselves. We believe only professionally qualified, independent, Occupational Pension Specialists should advise on occupational pensions regardless of their complexity, and encourage you to only take advice from a Financial Planner who meets this standard.

To find out more about how we can help you please contact our Client Engagement Team on 01242 585440 or clientengagement@attivogroup.co.uk.