The right independent advice at the right time

Occupational Pension Specialist

Pensions legislation has evolved so much over 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 believe the vast majority of our clients will 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 pension transfer specialists within our team to gain the advanced qualifications and experience required by the FCA to provide advice in this extremely complex and high risk 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.

If you have pensions it is vitally important that they are reviewed regularly, not only to ensure they meet your retirement objectives, but because of the changes to legislation and pension schemes themselves. We believe only professionally qualified Independent, occupational pension specialists should advise on pensions, and would encourage anyone seeking advice on pensions to ensure that they 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 585444 or