Since 1998, we have been providing comprehensive advice in all areas of retirement planning - maximising the retirement funds of our clients. We have established ourselves as a leading adviser in this market and currently manage in excess of 450m for our 1,600+ active clients. We have pioneered the use of computer analysis to help financial retirement planning.
This has enabled us to deliver a tailored computerised 'model' for every client which helps them to engage, visualise and understand their retirement planning strategy. Every client's unique retirement 'model' is stored and updated for review every year. Each individual client is treated as exactly that - individual.
This has enabled us to deliver a tailored computerised 'model' for every client which helps them to engage, visualise and understand their retirement planning strategy. Every client's unique retirement 'model' is stored and updated for review every year. Each individual client is treated as exactly that - individual.
Services
A consequence of living longer is that we are generally retired longer and with a longer retirement comes a much greater chance that your circumstances will change, for example the possible need for long term care or the need to financially help your family. Post retirement planning is particularly relevant for those who have taken income drawdown or for those looking to raise additional capital/income by utilising the equity in their home.
At Intelligent Pensions, our aim is to work in collaboration with Professional Advisers to maintain and strengthen their business in the complex area of pensions and retirement planning. With over 20 years experience of working with Professional Advisers and their clients, we have established ourselves as market leaders in this field.
We specialise in delivering affordable regulated advice solutions for individual members of workplace pension schemes, both DB (defined benefit) and DC (defined contribution). The new pension freedoms and growth in DB transfer activity present a number of challenges to employers and trustees.
When and what to communicate, what services, options and defaults to make available and how to get members to engage more effectively with their pension and retirement plans.Everyone's retirement will be different and 'one size fits all' approaches are no longer suitable. A more personalised approach is needed and that's where we can help.
When and what to communicate, what services, options and defaults to make available and how to get members to engage more effectively with their pension and retirement plans.Everyone's retirement will be different and 'one size fits all' approaches are no longer suitable. A more personalised approach is needed and that's where we can help.
A significant part of our business is advising on pension transfers whether it be transferring from a private pension arrangement or a company scheme. We have a team of dedicated pension transfer specialists and have advised on over 10,000 DC and DB pension transfers.
Intelligent Pensions are proud to hold the Pension Transfer Gold Standard and are committed to providing advice in accordance with the principles of the standard set by The Personal Finance Society.Defined Benefit (DB) (or final salary) Pension Transfers: As a result of the new pension freedoms, the number of defined benefit pension transfers has increased as more people are attracted by the freedoms, flexibility and favourable death benefits.
Intelligent Pensions are proud to hold the Pension Transfer Gold Standard and are committed to providing advice in accordance with the principles of the standard set by The Personal Finance Society.Defined Benefit (DB) (or final salary) Pension Transfers: As a result of the new pension freedoms, the number of defined benefit pension transfers has increased as more people are attracted by the freedoms, flexibility and favourable death benefits.
Reviews (9)
Peter Mitchell
Oct 20, 2021
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Mike Heywood
Apr 29, 2021
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Peter Bland
Mar 09, 2021
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Rob B.
Feb 05, 2021
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I have had my pension with Intelligent Pensions now for over six years and find the company and people extremely professional and knowledgeable. The management of my pension has been a different experience to the previous 30 years not only in terms of performance but also in their attention to detail and how agile they are to react to change. That could be changes I/you make as a customer or changes in the markets and or legislation. I would not hesitate to recommend them.
Annabelle Matheson
Jan 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Intelligent Pensions have provided me with professional advice and excellent service over the last nine years. I am very pleased with the high level of growth that they have achieved with my pension fund. I would have no hesitation in recommending the services of this company.
Intelligent Pensions have provided me with professional advice and excellent service over the last nine years. I am very pleased with the high level of growth that they have achieved with my pension fund. I would have no hesitation in recommending the services of this company.
Peter Brooks
Dec 23, 2020
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Just had my annual review with Tim Semmence today via Zoom. The structure of the meeting was highly professional and always informative. The blend of funds in my portfolio has offered a high return YOY even in these difficult markets. Highly recommended to anyone looking to be a bit more expansive in their thinking regarding their pension.
Andrew Naylor
Dec 08, 2020
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I have entrusted my pension plans to Intelligent Pensions for many years. Our friendly annual reviews, including their computer modelling, enables me to see clearly where I am now financially and where I am heading. The ability to immediately see the effects on my plan of any recommendations or possible variations to income or expenditure is invaluable to my financial understanding of the year ahead. As a consequence I really do have no worries regarding my financial situation and look forward to a continuing association with Intelligent Pensions.
John Trethewey
Aug 12, 2020
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Robyn and I had a most comprehensive and fruitful meeting via Zoom yesterday. The session looked in detail at the past performance of my various investments funds, my fund starting point and withdrawals since commencement.
We then went onto present income breakdown and future projections, discussing the volatility of markets etc in the light of Covid 19 over the last 6 months.
Having talked about my longterm aspirations for my SIPP we then made some decisions on how best to proceed into 2020/21 and beyond.
I was very pleased with our decisions and found Robyn most helpful and enlightening. I
We then went onto present income breakdown and future projections, discussing the volatility of markets etc in the light of Covid 19 over the last 6 months.
Having talked about my longterm aspirations for my SIPP we then made some decisions on how best to proceed into 2020/21 and beyond.
I was very pleased with our decisions and found Robyn most helpful and enlightening. I
Geoffrey Davies
Aug 07, 2020
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Positive: Professionalism
My third annual pension review with Robyn C yesterday prompted me to give my extremely positive feedback here. A very professional and comprehensive annual review, and excellent, easy access to the online portal to review in great detail personally, at any time I wish to. Thank you very much.
My third annual pension review with Robyn C yesterday prompted me to give my extremely positive feedback here. A very professional and comprehensive annual review, and excellent, easy access to the online portal to review in great detail personally, at any time I wish to. Thank you very much.
