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Buyer's guide

How to choose a pension adviser

How to use this buyer's guide

Put this on your website next to your fees page. People comparing advisers get a fair way to choose, and you start the conversation.

What is inside

What to compareAuthorisation
Questions to ask every adviserAsk who they are: What is the firm's FCA number, and who will be your adviser?
How advisers chargeInitial charge
Permissions to look forNot every adviser can advise on every type of pension.
What ongoing advice should includeAn ongoing charge should buy something you can see.
Before you signRead the whole agreement, even if it is long.

Three title ideas for your own version

How to choose a pension adviser
What to compare before you hire a pension adviser
The plain guide to choosing a pension adviser

Where to promote it

Your websiteyour fees pagelocal business groupsa link in your email signature

Why would an adviser publish a guide to choosing an adviser?

People compare advisers anyway. A fair guide shows you are sure of your terms and brings you clients who value clear fees.

Make this buyer's guide your own

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For pension advisers who want people to start planning years before they stop work.

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