Independent financial advice

The University of Exeter Pay and Benefits Team are able to provide you with information relating to your pension scheme membership and benefits. We recognise that some aspects of pensions are complex, and sometimes you may be presented with difficult decisions to make. If you need financial advice, it is recommended that you contact an independent financial adviser (IFA) who is regulated by the Financial Conduct Authority (FCA).

Listed below are some Independent Financial Advisers who are available to assist in reviewing your options.

Important information

The information contained on this page is for information purposes only. The University of Exeter shall in no way be seen as making a recommendation or endorsement of any of the independent financial advisors listed on this page and the University of Exeter has not undertaken any due diligence on, or made any enquiries into, any of the listed independent financial advisors, and will not do so now or at any time in the future.

The University of Exeter makes no representations or warranties of any kind, express or implied, about the independent financial advisors’ information, services, products offered. Any reliance you place on such information, services or products offered is therefore strictly at t your own risk.

Any contract entered into with any of the independent financial advisorswill be entirely between you and said company and in no event shall the University of Exeter 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.

General assistance  

Unbiased UK - www.unbiased.co.uk   

Money Helper - moneyhelper.org.uk. 

Independent Financial Advisors 

Affinity Connect / MyWealth  www.affinityconnect.org 

Clarity Global email enquiries@clarityglobal.com 

Thompson Jenner Financial Services- email enquiries@tjfs.co.uk 

Mercer USS (mercer.com)