WELCOME TO THE

Procter & Gamble Pension Fund

DEFINED CONTRIBUTION 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.

 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

✅ Annuity / Drawdown / Cashout comparison

£300

 

Initial Meeting
Advice

Receive advice on how to maximise your pension

✅ Dedicated adviser

✅ One hour consultation

✅ Retirement income forecast

✅ Review your current Procter and Gamble plans

✅ Annuity / Drawdown / Cashout comparison

✅ Detailed fact finding

✅ Review your Procter and Gamble Investment funds

✅ Follow up report

£600

 

New Product Recommendation*

If you are about to retire you may need a new product to achieve your retirement goals

✅ Additional one hour consultation

✅ Product recommendation

✅ Set up new product including appropriate fund choice

Additional £300

* Typically only needed at retirement if a new product is required

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

Monday-Friday 9:00am-5pm

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