FOR IMMEDIATE RELEASE:
Wealth Management and Benefits firm Launches Retirement Advice Services
Leicester, United Kingdom – May 4th, 2016
Berkeley Burke is delighted to introduce to its clients and new customers LV=’s “Retirement Wizard”, an online financial advice service that provides fully regulated retirement advice, at an affordable cost.
Retirement Wizard is available to private clients, members of workplace pension schemes and individuals who either don’t need, or don’t wish, to purchase a full wealth management service.
People approaching retirement can get a fully regulated retirement advice report from LV= for just £199.00, with personal recommendations on specific products they could purchase with their retirement savings. For an additional fee of £499.00, LV= will make the arrangements to set up a retirement plan.
For more information, and to access Retirement Wizard via Berkeley Burke, please visit www.berkeleyburke.com.
Tony Durant, Managing Director of Berkeley Burke:
“Professional advice is often seen as an unnecessary expense, but it has never been as vitally important to everyone as it is now. Berkeley Burke is delighted to be able to help people to make the appropriate decisions, for an affordable cost.”
John Perks, Managing Director of Retirement Solutions at LV=:
“Too few people get the advice they need at the point of retirement, with many people being put off by cost.
The combination of Berkeley Burke and LV= will enable more people to access convenient, affordable advice through our Corporate Solutions service. It’s vital we make regulated retirement advice more accessible, particularly for those with smaller pension pots.”
For more information please contact:
Berkeley Burke
Steve Hodges
Marketing Manager
0116 204 2921 / 07769 777 115
Notes To The Editor:
About Berkeley Burke
Berkeley Burke provides professional advisory services such as Employee Benefit and Wealth Management for businesses and individuals throughout the UK, as well as managing Self-Administered and other pension schemes for both large and small Employers. Berkeley Burke has an excellent reputation for providing corporate and private Clients with quality services and advice.
Berkeley Burke Group grew out of a publicly quoted, international insurance broking business in the 1970s, with a focus on providing innovative and cost-affordable solutions to the corporate and personal financial needs of their Clients.
Berkeley Burke is regulated by both the Financial Conduct Authority and The Pensions Regulator, and is a member of the Society of Pension Professionals, and the Association of Member-Directed Pension Schemes. Berkeley Burke’s registered Head Office address is: Berkeley Burke House, Regent Street, Leicester LE1 7BR.
About LV=
LV= employs over 6,000 people and serves over 5.8 million customers with a range of financial products. We are the UK’s largest friendly society and a leading financial mutual.
When we started in 1843 our goal was to give financial security to more than just a privileged few and for many decades we were most commonly associated with providing a method of saving to people of modest means. Today we follow a similar purpose, helping people to protect and provide for the things they love, although on a much larger scale and through a wide range of financial services including insurance, investment and retirement products. We are currently the UK’s number one brand for Insurance and Investments, according to the 2015 YouGov Brand Index Buzz Rankings.
We offer our services direct to consumers, as well as through IFAs and brokers, and through strategic partnerships with organisations including ASDA and Nationwide Building Society.
Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. LVFS is a member of the ABI, the AFM and ILAG. Registered address: County Gates, Bournemouth BH1 2NF.
For further information on LV= Corporate Solutions, please visit corporatesolutions.lv.com.
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