How do I use Origen’s service?

How do I use Origen’s service?

To use the service, you’ll need to get in touch with Origen. Their contact details are as follows:

Telephone: 0800 152 2014

Email: HewlettPackard@origenfs.co.uk

It’s a good idea to have received your retirement quote from the Plan’s administrator, Trafalgar House, before contacting Origen.

To find out more about how Origen’s service works and how it can help you, please click here to watch a short video.

Once you’ve made contact with Origen, they’ll arrange an appointment for you with an adviser. They’ll also send you a link to a financial questionnaire which you should complete before your initial appointment.

Your adviser at Origen will provide you with impartial advice on your options and, based on your circumstances, will advise the appropriate option for you. The advice provided by Origen will be paid for by the Trustee once, so you should make sure you take this advice at the right time for you.

Typically, members will have two advice appointments with Origen, and they will offer you a second appointment if you need it.

Following your advice session(s) you’ll be sent an advice recommendation report and will be asked to provide any further details if needed. Finally, you’ll be invited to a further appointment with your adviser who will present your final recommendation.

The individual adviser from Origen assigned to your retirement case will remain with you throughout the process to provide you with consistency of service. Remember, you can contact the Origen helpline at any point with any questions you might have during the process. Please remember, if you want any further advice from Origen, you will need to pay for this.

Below is a diagram showing you the advice process with Origen.

Can you tell me more about Origen Financial Services?

With a history dating back to 1885, Origen is one of the UK’s leading financial advice firms. Regulated by the Financial Conduct Authority (FCA), they provide a range of services including financial, investments and pensions.

For more information on Origen and the services they offer, you can visit their website: https://www.origenfs.co.uk/

Can I use a different adviser?

If you’d prefer to speak to a different adviser, you’ll also need to pay for this. You can find qualified advisers, regulated by the FCA by going to www.unbiased.co.uk