MERCER RETIREMENT SERVICES

Helping you navigate your retirement choices

If you’re thinking about how best to arrange your finances for retirement, you may be wondering where to start. There are a lot of choices and, although it might seem complicated, Mercer Retirement Services can help you make the right decisions.

Financial Advice

Mercer Private Wealth can help with this with in-person financial advice to take you through the decision making process, set up your retirement plans and keep them under regular review. This service is tailored to you and takes into account all of your assets and any liabilities. This service may be suitable for you if:

  • You prefer a personal approach to understanding and implementing your plans rather than taking control of your own finances or using a digital advice service
  • You’ve built up a number of different pension plans and investment
  • You have complex finances or personal circumstances
  • You want to take a wider view on what you have rather than just your pension and consider the best course of action

If you'd like to book a consultation, please email Mercer Private Wealth. Please include your phone number in the message and they will call you back to arrange an appointment, typically within 2 working days.

Annuity Service

If you are looking to use some or all of your retirement savings to set up an income for life through an annuity, Mercer's specialist annuity service can help you. The service can conduct a comprehensive search to find you the best rate for an annuity, taking into account your lifestyle, health, postcode and the amount you have available to buy the annuity. 

For details, please contact Scottish Widows.  

FURTHER INFORMATION

FURTHER INFORMATION

The Government’s PensionWise service also provides information and guidance on your retirement choices.

Please be alert to pension scams. Visit thepensionsregulator.gov.uk/pension-scams for information. You can also check the FCA's website at fca.org.uk/scamsmart. If you're concerned that something is a scam, you can contact Action Fraud on 0300 123 2040 or visit actionfraud.police.uk. These services may no longer apply if you are an ex-employee.