Do you need a financial adviser?
If you are planning for your future, looking to invest, or affected by pensions lifetime and annual allowance restrictions, it may benefit you in the long term to get expert advice.
To help with this, the university has signed contracts with a range of independent financial advisers (IFAs) who are available to assist in reviewing your options. These firms have been assessed to ensure that they have a sound knowledge of the schemes offered at St George’s, University of London and are able to offer a complete service.
What financial advice is available?
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Chadwicks IFA offers a pensions and tax advisory service for those who require advice on issues around pension lifetime allowance and annual allowance.
Find out more about Chadwicks IFA (Word).
Insight4universities specialises in advising university staff across the UK on their retirement plans and providing advice on the NHS, SAUL and USS schemes.
Find out more about Insight4universities
Mercer provides support on pension tax issues and offers broader financial advice. It has been appointed to assist pension scheme members and offers USS members a webinar link to view.
Find out more about Mercer (PDF).
In addition, a list of financial advisers is now available to view.
Disclaimer
The information contained on this page is for general information purposes only. The making available of these companies shall in no way be seen as a recommendation or endorsement of said companies by the university and the university makes no representations or warranties of any kind, express or implied, about their information, services or products offered. Any reliance you place on such information, services or products offered is therefore strictly at your own risk. Any contract entered into with any of the companies will be entirely between you and said company and in no event shall the university be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this information.