The pandemic has caused people’s circumstances, plans and aspirations to change. We identify the types of clients who need your immediate pensions consolidation advice.
Advice opportunities
The pandemic, and its impact on all our lives, has brought home the need to plan for whatever the future can throw at us. As a result, there are many savers and investors who are looking at how they can become more financially secure, but who are also cautious about moving their money out of cash. In this section of our There For You hub, we’ve included a range of material that you can use with new and existing clients, as well as some valuable insights, to help you make their money work harder.
Support articles
Making it easier to do business with us
It’s becoming clear that life may not return to the ‘normal’ we knew before the covid-pandemic. We have all adapted to working remotely with each other, and new ways of working have often proved to be more efficient.
Find out how we are responding to your requests for less paperwork and more online processes.