Independent Financial Advice

Independent financial and tax advice for UCL staff

UCL Pension Services are able to provide you with information relating to your pension scheme membership and benefits. However, it is acknowledged that some aspects of pensions are complex, and you are presented with difficult decisions to make.

It is recommended that if you need financial advice, you contact an independent financial adviser. To help with this UCL has signed contracts with a range of Independent Financial Advisers (IFA’s) who are available to assist in reviewing your options. These firms have been assessed by the London Pension Consortium (comprised of UCL, Imperial College, King’s College and other London based institutions) and have a sound knowledge of the schemes offered at UCL.

What Financial Advice is available?

Chadwick IFA

Chadwick IFA offer a Pensions and Tax Advisory Service that will be of interest to UCL staff who require advice on the Pensions Lifetime Allowance and Annual Allowance.

clarity

clarity deliver bespoke, fee-based independent financial advice and education. They provide clients with high-quality financial planning advice and investment management services. View profiles for clarity advisers Naomi Kewell and Vicki Watson.

Insight4universities

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

Mercer

Mercer specialise in pensions tax issues and also offer broader financial advice.

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 UCL and UCL 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 UCL 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.