Financial advice

If you are planning for your future, looking to invest, or affected by pensions Lifetime and Annual Allowance restrictions it may benefit you in the long term to get expert advice. 

To help with this Imperial has signed contracts with a range of Independent Financial Advisers (IFAs) who are available to assist in reviewing your options. These firms have been assessed to ensure that they have a sound knowledge of the schemes offered at Imperial and are able to offer a complete service.

In addition a list of financial advisers is now available to view.

What Financial Advice is available?

Chadwicks IFA

Chadwicks IFA offer a Pensions and Tax Advisory Service for those who require advice on issues around the Pensions Lifetime Allowance and Annual Allowance.

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clarity

clarity provides bespoke, fee based independent financial advice and investment management services, to help you make the most of your pension scheme benefits and overall financial planning.

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Insight4universities

Insight4universities specialises in advising University staff across the UK on their retirement plans and specialise in providing advice on the NHS, SAUL and USS Schemes.

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Mercer

Mercer provide support on pensions tax issues and offer broader financial advice. It has been appointed to assist pension scheme members and offers USS members a webinar link to view.

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The information contained on this page is for general information purposes only. The making available of these companies shall in no way be seen as a recommendation or endorsement of said companies by Imperial and Imperial makes no representations or warranties of any kind, express or implied, about their information, services, products offered. Any reliance you place on such information, services or products offered is therefore strictly at your own risk. Any contract entered into with any of the companies will be entirely between you and said company and in no event shall Imperial be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this information.