- Helping members of occupational pension schemes to better understand their benefits.

23rd May 2019
:: Adviser | The Office | Commercial Opportunities

Commercial Opportunities
Employers and Trustees are adapting, amending and redesigning schemes to reflect economic factors and legislative requirements. These changes could have a significant effect on your clients.
This presents a commercial opportunity for you to review your clients affairs as the information you currently hold about your client’s pension benefit (if indeed you do) may have changed or be in the process of changing.
Today, people rarely stay in the same job throughout their working life. If you don’t help your clients to keep their pensions under review – there is always someone else waiting to seize the opportunity.
The main features of The Office™ are accessible by monthly subscription from just £25 per month or £180 p.a. (includes a 40% discount). Subscription is simple.
For more details on how we can help you and your clients, please contact:
Mike Jones
Business Development Ltd
(t)      0845 123 5670
(m)     07730 855596

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