WELCOME TO THE
Procter & Gamble Pension Fund
DEFINED BENEFIT SECTION MEMBER
If you would like to speak to ilumiti regarding your options, simply fill in the form to start the process.
“Procter and Gamble, working with their advisers, have assessed a range of IFA firms and believe that ilumiti meets their assessment criteria. Procter and Gamble have worked with ilumiti to ensure that they understand the details of the Fund and are able to provide advice directly to Fund members at a negotiated rate.”
— Procter and Gamble, HR
The background
You have some decisions to make regarding your pension and we at ilumiti 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.
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
£300
Retirement Planning
Abridged Advice
Consultation to help you understand how your scheme can meet your objectives and to identify if you may benefit from full advice
✅ Dedicated adviser
✅ One hour consultation
✅ Retirement income forecast
✅ Review your current DB and DC plans
✅ Detailed fact finding
✅ Discuss how best to take the pension and cash lump sum
✅ Attitude to risk assessment
✅ Detailed report
£714
Retirement Planning
Full Advice
If it looks like a transfer could be in your best interest, proceeding to a full advice meeting will allow you to explore this further
✅ Additional consultations(s)
✅ DB options report
✅ Product recommendation (when required)
✅ Set up new product including appropriate fund choice (where required)
Additional £720
Take part in our free on-demand webinar now!
Don’t worry, you’re not alone - pension schemes are confusing to many of us! That’s why we’ve created an on-demand pension webinar that you can watch whenever suits you. You’ll learn the following…
✓ What your options are ✓ The difference between your options ✓ The ilumiti services
Get Started on Your Financial Plan Today
Let's build a brighter financial future together. Contact us below.
pg@ilumiti.co.uk
0800 619 1019
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