They know you can now access your savings in new ways and will try to lure you with promises of upfront cash and one-off ‘deals’ with guaranteed high returns.
Make sure they’re registered with the FCA
Heritage Wealth Advisory is directly authorised and regulated by the Financial Conduct Authority (FCA number : 672315).
The FCA are an independent watchdog that regulates financial services in the UK and you can check our authorisation and permitted activities on the financial services register by visiting www.fca.org.uk/firms/systems-reporting/register or by calling 0800 111 6768. Our FCA registration number is 672315
Any questions please do not hesitate to get in touch.
Don’t be rushed into making a decision. Scammers will try to pressure you with ‘time limited offers’ or send a courier to your door to wait while you sign documents. Take your time to make all the checks you need – even if this means turning down an ‘amazing deal’.
If you have doubts about what to do, ask The Pensions Advisory Service (TPAS) for help. Call them on 0300 123 1047 or visit the TPAS website for free pensions advice and information.
If you’re aged 50 or over and have a defined contribution pension (a pension not based on your final salary), Pension Wise is there to help you investigate your retirement options. Visit the Pension Wise website to find out more.
Everyone’s pension needs are different depending on your age, savings, and personal circumstances. But we advise customers in one of the following ways.