Advice to individuals

Assistance is available in respect of -

• Benefit projection, explanation and appreciation
• Transfers between pension arrangements
• Understanding investment charges, options and risks
• A second or expert opinion
• Dispute resolution
• Translating pensions jargon and options into plain English
  (Authorised investment advice is not provided)

Expert assistance and a cost-effective solution is available, please call to discuss any situation or problem. A typical assignment might involve a gratis initial discussion, agreement of remit and remuneration, information gathering, a discussion report and debate followed by recommendations and management of agreed action.