We wanted to take a moment to update you on what’s been happening at Intelligent Pensions — and to share a few stories about the people we’ve helped recently.

Our charity recommendation incentive scheme

Last year, we launched our charity recommendation scheme to support b:friend, and we’re thrilled to have raised £1,113 so far – £850 through client recommendations and £263 from our 2024 Halloween fundraiser. We’re incredibly happy to say that £450 of that total has been raised since the start of 2025 alone.

We will continue to make a charitable donation of £50 to b:friend for every initial meeting that results from a client recommendation. Whether the meeting takes place in person or remotely (via Zoom, Teams, etc.), we’ll donate. There’s not even a requirement for them to become clients!

So, if you recommend a friend, family member, or colleague to us and we meet with them, we’ll make a donation on your behalf.

What is b:friend?

b:friend tackles loneliness and isolation by connecting volunteers with older neighbours looking for companionship, improving wellbeing through befriending and community activities.

“Thank you so much to the Intelligent Pensions team and clients for supporting our charity!”, said Sara Kopecsni, b:friend’s senior communications officer.

“We simply couldn’t do all that we do without generous donations like this.”

The £450 we’ve raised so far this year can fund 15 Social Club sessions that boost wellbeing and create new friendships for the older community.

The b:friend Clubs have a different fun activity every week, all based on the Five Ways of Wellbeing. Past sessions include tattoo design, boxing, creative writing, laughter yoga, armchair travels, ballet dancing and more.”

Some of their members said:

“I feel happier and always look forward to our meetings. I have made new friends and feel I really belong.”

“To be isolated is the worst thing, that’s why the Club is of great value. Whatever we do—quizzes, exercise—we enjoy ourselves, try something new, and have a laugh.”

“b:friend has changed my life. I’ve made new friends, there are opportunities, it’s stimulating, and I couldn’t wish for a better group.”

A thank you to our clients

We want to thank the clients who’ve recommended us and supported our charitable efforts:

  • Ian and Achla, for recommending Joe Sheridan
  • Chris and Steve, for recommending Tom Bostock
  • Alex, for recommending Alison
  • James, for recommending Robyn
  • Jill, for recommending Simon
  • Bill, for recommending Sophie

Your support helps us grow, make a difference, and offer peace of mind to new clients.

Turning redundancy into an early retirement adventure:

A client came to us at 61 after being unexpectedly made redundant. With plans to retire at 64, they were concerned that this setback might derail them from reaching their goals – especially since finding another job seemed unlikely, and they weren’t keen on working longer.

After reviewing their finances, we showed the client and their wife that their retirement goals were still sustainable, even if they retired immediately. Not only could they afford to stop working now, but they could also embark on their dream six-month campervan trip around Europe – two years earlier than planned.

They were thrilled with the outcome!

Recommending us with confidence

With 107 reviews on Google (5-star rating) and 384 on VouchedFor (4.8 stars), you can confidently recommend us to friends, family, or colleagues. Your reviews and referrals are deeply appreciated — they help others find us and keep our team feeling motivated and proud of the work we do.

Who we work with

You may know other people who we could help — including:

  • Busy professionals looking for clarity and structure
  • Pre-retirees unsure if they’ve saved enough
  • Retirees focused on protecting their wealth and supporting their families

We’re always happy to chat with people who you think we can help. So, if you have friends, relatives, and work colleagues who we could support, please ask them to get in touch.

We look forward to giving them the same peace of mind that you hopefully have after working with us.