Helping me decide
What can you expect from your meeting with LifeSight Financial Advice?
Experience
All advice will be provided by suitably qualified financial advisors.
Meetings
All meetings will be confidential and will be framed around your personal circumstances. These meetings are by video chat or face to face in certain circumstances.
Tailored Advice
All advice will be tailored to your individual circumstances. In providing advice, we will collect key information from you before the meeting. Our role is to explain the OPT-IN Offer to you and ensure you fully understand it.
Report
A written report, detailing our recommendation, will be provided following each meeting.
Client Focused
All advice is focused on what is best for you. You are our client and we are responsible for providing advice tailored to you.
Peace of Mind
Feel reassured knowing you have all the information to make the correct decision for you.
The Code of Good Practice
Such Opt-in exercises are quite new to Ireland but in the UK, where they are more prevalent, an industry-wide Code of Good Practice (the Code) exists to cover options like this. The Code sets out what it expects good practice to be, so that individuals receiving an offer such as this are able to make informed choices about their pension.
The principles-based Code is voluntary but in making this option available to you, the Company and the Plan Trustees have made sure the option complies with the Code’s principles.
LifeSight Financial Advice also ensure that their tailored financial advice in in line with the code.
For more information about the Code, go to www.incentiveexercises.org.uk