Financial advice

Financial advice

How and when you take your benefits from the Plan are important decisions. But they’re not easy ones to make. Understanding what’s right for you and your circumstances can have a big impact on being able to enjoy the best possible retirement. And that’s regardless of how much or how little you have.

Because of this, if you’re aged 55 or over (57 from 2028), the Trustee will cover the cost of an advice session with a firm of qualified advisers called ‘Origen Financial Services’.

This is a valuable benefit, and one we encourage you to take up as part of your retirement journey.

When should I take advice?

Timing is important as the Trustee can only cover the cost of one session. So, ideally, you’ll take this advice at the point you think you’re ready to retire. Remember, in most cases, you won’t be able to take your Plan benefits until you’re at least 55 (57 from 2028). Before you speak to your adviser, it’s a good idea to get a retirement pack from the Plan’s administrator, Trafalgar House. You can find their contact details here.