Certified Pension Experts

Final Salary Pension Schemes can be complicated and require a qualified adviser holding the ‘Certified Pension Expert’ accreditation to review them.

Richard has worked to complete the relevant examinations and therefore holds the appropriate qualifications. Richard is one of a small number of Certified Pension Experts across the UK, qualified to look after your full range of pension needs.

couple happy to have received their pension

The Process

How we will help you

Richard can provide financial advice relating to Final Salary Pension Schemes as follows:

  • Provide a full and detailed report regarding deferred company pension scheme benefits.
  • Provide the projected benefits at retirement.
  • Provide the benefits available on death, both pre- and post-retirement.
  • Provide a calculation of the benefits that are available in the existing scheme.
  • Explore and explain the advantages and disadvantages.

Once Richard has completed all the research, he will provide you with the information he has obtained. Only a limited number of advisers have this certification which means that when dealing with Richard, you are liaising with an advisor who is at the pinnacle of the financial planning profession.

 

Contact Richard about your pension

richard working to help customers with their financial futures
Richard is one of a small number of Certified Pension Experts across the UK who is qualified to give advice on Final Salary Pension Schemes.

Get in Touch

We would love to help you with any aspect of your financial planning, no matter where you are in life. 

If you would like to make an appointment with one of our Financial Advisers, please call on 0113 254 9666  or fill in the contact form and we’ll be in touch.

Contact

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on 14/07/2023

Information

Links

Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.