Many folks wait until retirement looms before seeking advice, if at all. We've noticed this trend, especially among clients aged 55 and over who reach out for support for the first time.

Imagine the difference proactive pension planning could have made! Many cite reasons like 'jargon,' 'math anxiety,' or 'paperwork confusion,' alongside trust issues. 🙁

Our approach? We chat in a friendly, relatable way, explaining concepts clearly. We focus on hopes, dreams, and solutions, not just products. Let's get people talking about pensions sooner! 🙌

People want to know whether they can have a holiday each year when they stop work, and they want to speak to someone they can relate to about that. 💛