WELCOME TO
Standard Chartered Pension Fund
INVESTOR PLAN DEFINED CONTRIBUTION SECTION MEMBER
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.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone
“The Trustees, working with their advisers, have assessed a range of IFA firms and believe that Informed Pensions meets their assessment criteria. The Trustees have worked with Informed Pensions to ensure that they understand the details of the Fund and are able to provide advice directly to Fund members at a negotiated rate.”
— The Trustees
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 Services
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
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Discuss your current plans
✅ Annuity / Drawdown / Cashout comparison
(STEP 1)
Initial Advice Meeting
Advice
Receive advice on how to maximise your pension
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Review your current Standard Chartered plans
✅ Annuity / Drawdown / Cashout comparison
✅ Detailed fact finding
✅ Review Standard Chartered Investment funds
✅ Follow up report
(STEP 2)
New Product Recommendation*
Advice
If you are about to retire you may need a new product to achieve your retirement goals
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Review your current Standard Chartered plans
✅ Annuity / Drawdown / Cashout comparison
✅ Detailed fact finding
✅ Review Standard Chartered Investment funds
✅ Follow up report
✅ Additional one hour consultation
✅ Product recommendation
✅ Set up new product including appropriate fund choice
* Typically only needed at retirement if a new product is required
ACT NOW
Don’t miss out on this opportunity to speak to an adviser
Do you have a question?
Call us on 0800 788 0887
Drop us an email at standardchartered@informedpensions.com
Monday-Friday 9:00am-5pm