How we’re different

Everything you need for a better pension

financial advice

Regulated, independent financial advice

Asking an expert for help makes sense in all walks of life. Especially when it comes to something as important as your pension, a topic that is very complicated and very dry. And with a financial adviser you and your money are better protected.

financial advice

£47,706: on average, this is how much people who take financial advice are better off1.

independant advice

Where humans lead, and robots help

Sometimes, talking to a real person is the only way. That’s why our Pension Egg team is on hand five days a week for a chat, or to answer any questions. When we do use technology, it’s to drive down fees and to make life quicker and easier for our clients.

An inclusive approach to financial advice

Unlike many financial advisers, you don’t need tens of thousands of pounds in your pot before we will look at your pension. If there’s £5,000 or more, we can begin checking it right away. And we think everyone should be able to get the facts they need without having to pay a fee upfront.

financial adviser
investor discipline

Helping you to be a disciplined investor

A bigger private pension is most people’s goal because more money generally means more opportunities as you head into retirement. And the key to the best possible pension is a proven investment philosophy that can be tailored to your circumstances and needs throughout life.

21,693+

The clients we have already helped

Over £½

billion

The pension savings we manage

2009

The year we started giving advice

1What it’s worth, published by ILC UK (November 2019)