Welcome to your April 2024 team update from Intelligent Pensions.

This month we’ve put together a list of 10 facts about us that you might not know! Read on to learn more about Intelligent Pensions…

  1. We offer so much more than pension advice – Our experienced financial planners can help you with all aspects of retirement planning, including investments, protection, Inheritance Tax planning, long-term care arrangements, and equity release.
  2. Survey results show that 95% of our clients would recommend our services – This is according to our 2023 Investor in Customers survey. What’s more, if you recommend us to friends and family, we’ll donate £50 to the b:friend charity, which aims to combat loneliness and social isolation in our communities.
  3. We have over 1,400 clients throughout the UK – Our head office is in Glasgow but we have staff in London, Brighton, Devon, Bristol, Oxford, Manchester, Edinburgh, and Aberdeen. We complete more than 1,750 investment transactions UK-wide each year.
  4. This year, we were shortlisted in 3 categories at the Professional Adviser Awards – Best Advice Firm, Best Website, and Best Consumer Duty Initiative. We are extremely proud of this recognition of the team’s hard work, and we look forward to bringing home an award next year!
  5. Six of our financial planners made it onto the 2024 VouchedFor Best Rated Adviser Guide – This was the biggest consumer-facing campaign celebrating the value of advice in 2024. Needless to say, we’re delighted about the results. Read more in our March team update.
  6. Intelligent Pensions has strong relationships with many leading global asset managers – We also have access to the world-leading Blackrock Aladdin software and their team of professionals, who help us monitor the risk and performance of our investment portfolios.
  7. We pioneered the use of cashflow modelling to aid financial planning over 25 years ago – Cashflow modelling is now widely accepted as one of the profession’s most valuable tools for helping clients visualise and plan their retirement strategy.
  8. Our corporate values are based around teamwork and have 3 core principles – Think Customer, Think Colleague, and Think Me. We always aim to understand and meet your needs while working together for the good of the company and taking responsibility for our actions. Read more about the team and our corporate values.
  9. We are committed to promoting equality and inclusion – Unlike many advice firms, we currently have an equal number of female and male financial planners in the business.
  10. Over 50% of our clients are now benefiting from the increased security of our client portal – The portal is a highly secure method of communication and was recently described as “an online safe” where you can access real-time valuations and store important documents. Read a brief overview of our client portal and its benefits and discover how to register.

If you’d like to know more about any of the above information or if you have questions about how our financial planners can help you, please get in touch by emailing us at hello@intelligentpensions.com or calling us on 0800 077 8807.