What can you expect from your meeting with Willis Towers Watson?
Independence
All advice is impartial and independent. You are our client and we are responsible for providing impartial and independent guidance to you.
Experience
All guidance will be provided by suitably qualified financial advisors.
Remuneration
All remuneration and fee structures have been agreed on a fee basis and there are no fees payable based on the level of take-up of the offer
Tailored advice
All advice will be tailored to your individual circumstances. In providing our recommendation, we will collect key information from you before the meeting. Our role is to explain the ETV offer to you and ensure you fully understand it.
Meetings
All meetings will be confidential and will be framed around your personal circumstances. These meetings are preferably face to face, but can also be accommodated by telephone or by video call.
Report
A written report will be provided following each meeting.
The Code of Good Practice
In the UK, which is a more mature market with larger and a greater number of Defined Benefit schemes, an industry-wide Code of Good Practice (the Code) exists to cover Enhanced Transfer Value exercises such a this. The Code sets out what it expects good practice to be, so that members receiving an offer such as this, are able to make informed choices about their pension.
The principles-based Code is voluntary but Willis Towers Watson ensure that our tailored financial advice to you is in line with this Code – which is now considered best practice in our industry.
For more information about the Code, please go to www.incentiveexercises.org.uk
