Your free individual pension guidance meeting
Meet with an 1825 Financial Planner to discuss key areas of your financial wellbeing in a free 30 minute 1:1 session.
What to expect during the meeting?
You’ll meet with an 1825 Financial Planner who will discuss key areas of your financial wellbeing; including explaining the options available to you in relation to your workplace pension.
You will also receive a written report that can help you to make an informed decision about your pension options. However, the report will not provide you with any personal recommendations.
In order for us to provide the Pension Guidance report, we will ask you to provide us with some information about you in advance of the meeting to allow us to prepare the report.
If you would like more support after your meeting, or are interested in a service that’s tailored to your own individual needs, goals and aspirations; 1825 also offers a full financial planning service. They can provide you with a holistic financial plan that goes beyond your employer’s pension into your other investible assets and can cover a wide range of areas such as Retirement, Investing, Tax and Estate Planning. This would be at your expense - however at preferential terms while you are an employee of Standard Life Aberdeen.
If you are an h-AAM colleague then you can arrange a 1:1 meeting with Lemonade
Ready to book your appointment?
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