Welcome to your January 2024 team update, featuring all the latest news from the Intelligent Pensions team.
Read on to find out about some exciting awards news, our new charity incentive, and a warm thank you to you all.
Intelligent Pensions have been shortlisted for three prestigious industry awards
We are proud to announce that Intelligent Pensions have been shortlisted for three categories in the 2024 Professional Adviser Awards.
Now in their 19th year, these awards recognise the best financial firms and product providers in the UK, based on their successes and achievements over the last 12 months.
Intelligent Pensions have been shortlisted in the Adviser Website and Best Consumer Duty Initiative categories. Weā€™ve also made the shortlist for Adviser Firm of the Year ā€“ Scotland & Northern Ireland!
We understand that many of our prospective and existing clients rely on our website being up-to-date, informative, and user-friendly so we are delighted to be shortlisted in the Best Adviser Website category.
Weā€™re also exceptionally proud of being recognised for our commitment to meeting the new higher standard of consumer protection in financial services, introduced by the Consumer Duty in 2023.
Meeting this standard means offering the support you need when you need it, and in a way that provides fair value ā€“ all of which our team is passionately committed to.
And of course, weā€™re thrilled to be in the running for Adviser Firm of the Year which recognises financial firms who are delivering the very highest standards of service.
Thank you for your positive feedback and reviews
A whole-hearted thank you to all our loyal clients for the overwhelming response we received to our request for reviews towards the end of last year.
The Intelligent Pensions team is committed to delivering a consistently exceptional service that supports you to achieve your financial goals. To achieve this, we need your feedback.
By leaving us a review you can help us to expand and improve the services we offer. It takes just a few minutes to give feedback and we would greatly appreciate your support.
If you havenā€™t had a chance to leave a review yet, weā€™d love to hear your thoughts.
Please click here to leave your Google review (you will need a Google account to leave a review). We are also using VouchedFor for clients to leave reviews and your financial planner will provide details at your next review.
Cast your votes for our brand-new charity incentive scheme
Last week we emailed you to let you know about our new charity recommendation incentive scheme.
We care about our wider impact as a company, and weā€™d like to support a charitable cause that means something to you.
So, weā€™re planning to make a Ā£50 charitable donation for every initial meeting we have as a result of a client recommendation, whether or not they decide to work with us!
Our goal is to raise Ā£2,000 by making a donation on your behalf when we meet someone on your recommendation.
But first, we need to choose a worthy cause to support ā€“ which is where you come in.
Weā€™ve shortlisted three charities:
- U3a ā€“ a national charity that brings together people who have retired by offering opportunities for them to learn about subjects theyā€™re interested in.
- b:friend ā€“ a charity dedicated to combating loneliness and social isolation by connecting volunteers with individuals seeking companionship.
- Playlist for Life ā€“ a charity that harnesses the power of personalised music to enhance the lives of individuals with dementia.
To cast your vote, click this link to reach our charity poll. Weā€™re excited to kick off this new initiative. Watch this space for an update when the poll results are in.
Thank you for reading this monthā€™s Intelligent Pensions team update. We look forward to working with you in 2024 and beyond.
Get in touch
If youā€™d like to learn more about our team and how we can support you to achieve your financial goals, please contact us by email at hello@intelligentpensions.com or call 0800 077 8807.
