WELCOME TO
The Visa UK Pension Plan (VUPP)
If you would like to speak to Informed Pensions regarding your options, simply fill in the form to start the process.
By entering your details here, you are registering your intent to receive advice and as such, Informed Pensions will be in contact with follow up forms.
“The Company, working with their advisers, have assessed a range of IFA firms and believe that Informed Pensions meets their assessment criteria. The Company have worked with Informed Pensions to ensure that they understand the details of the Scheme and are able to provide advice directly to Scheme members at a negotiated rate.”
— The Company
The background
You have some decisions to make regarding your pension and we at Informed Pensions are here to help you make those decisions.
We are able to guide you through your options by educating you on the various choices available.
Every scenario is different and we take the time to understand your individual circumstances for you to feel completely comfortable and that you are in safe hands.
Not sure?
Further your learning by visiting our learning zone
Our Fees
We have a simple 3 level charging structure, simply select the option that best suits you, you can always move onto the next stage after you have spoken to your adviser.
(OPTIONAL)
Discovery Meeting
Guidance
Discover what your current pension plans will provide in retirement
£250 +VAT
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Discuss your current plans
(STEP 1)
Initial Advice Meeting
Abridged Advice
Consultation to help you understand how your scheme can meet your objectives and to identify if you may benefit from full advice
£595 +VAT
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Review your current DB plans
✅ Detailed fact finding
✅ Discuss how best to take the pension and cash lump sum
✅ Attitude to risk assessment
✅ Detailed report
(STEP 2)
Full Advice Consultation
Full Advice
If it looks like a transfer could be in your best interest, proceeding to a full advice meeting will allow you to explore this further
Additional £600 +VAT*
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Review your current DB plans
✅ Detailed fact finding
✅ Discuss how best to take the pension and cash lump sum
✅ Attitude to risk assessment
✅ Detailed report
✅ Additional consultations(s)
✅ DB options report
✅ Product recommendation (when required)
✅ Set up new product including appropriate fund choice (where required)
* In the event of a transfer this fee can be deducted from your transfer value
ACT NOW
Don’t miss out on this opportunity to speak to an adviser
Take part in our free on-demand webinar now!
Don’t worry, you’re not alone - pension schemes are confusing to many of us! That’s why we’ve created an on-demand pension webinar that you can watch whenever suits you. You’ll learn the following…
✓ What your options are ✓ The difference between your options ✓ The Informed Pensions services
Do you have a question?
Call us on 0800 788 0887
Drop us an email at visa@informedpensions.com
Monday-Friday 9:00am-5pm