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Final Salary Advisor is a comprehensive advice and support service for IFA’s with clients that require advice on occupational schemes. In short we advise you whether it is in the client’s best interest to remain in their current occupational scheme or move it to a private pension. We then provide all the research, analysis and reports. We then complete detailed recommendations, and deliver the fully compliant advice. The undertaking of the business is then put in place through our agency and our PI based on the recommendation. Once completed the servicing rights and any renewals are transferred back to your agency along with a complete copy of the file and fee/commission payment.

In short we offer a packaged occupational advice service for IFA’s looking to offer their clients the best possible advice and service in relation to any occupational arrangements.

Many occupational schemes are no longer offering clients the benefits, flexibility and security that they once were.

There are occupational schemes that offer benefits that are incomparable in a private pension. At the very worst a report through FS Advisor would clearly outline the benefits and strength of the client’s occupational schemes. Equally, it will also highlight any failings. Either way, from a “treating customers fairly” perspective, this will only serve as an addition to the advice and service you currently offer your client’s.

The service covers all occupational contracts that would require G60 or AF3 licensed individuals to provide the advice.