Excellent pension advice
My company funds independent financial advice from WPS for retirees. I found the initial WPS process to be fairly perfunctory while personal data was being acquired and processed, but that all changed from first contact with my advisor Jamie Evans.
Jamie very quickly established my level of understanding of finances and pensions and built on that to establish my pension options. I had complete confidence that all options appropriate to my personal situation (including transfer out) were being considered without bias. I found Jamie to be open and very easy to talk to. After Teams meetings he provided concise written summaries of key points, options available and their relative merits. We iterated and refined my options through Teams meetings and, at points where I needed to provide further data, by email. If I had felt anything was unclear or not quite right there was always an open invitation to get back to Jamie. Although I knew my pensions reasonably well, Jamie was able to suggest plans of actions I hadn’t thought of and also saved me from a costly mistake. That and the peace of mind provided by independent review would have definitely provided good value had I been paying myself.
During the process Jamie also identified some other areas where I could potentially benefit from further advice. These were made clear in a professional and informative way, but without pressure and with the door left open to separately review these with WPS.
The entire process took quite a lot longer than I anticipated, mainly due to the processes of obtaining pension information at various points, but both the WPS financial advice and the manner in which it was provided were excellent.