The Financial Fortress Triage Service

So, you have a final salary (or defined benefit) pension, and you are wanting to learn more, so you can consider your options? Here you will find an introduction to our triage process, which is designed to help you fully understand the pensions you have.

As part of our commitment to clients, our first obligation is to provide great sources of information which will empower you to make great decisions! We strongly believe, only when you truly understand the full pros and cons of any action, will this lead to brilliant outcomes!

---

So, at Financial Fortress, we have put together what we believe are some of the best independent sources of further information dealing with this important issue with the aim of increasing your knowledge.

The Money Advice Service was established by the Government to help enhance the understanding and knowledge of members of the public of financial matters, including the UK financial system. Here’s what they have to say: https://www.moneyadviceservice.org.uk/en/categories/pensions-and-retirement

---

The Personal Finance Society is the professional body for the financial planning profession in the UK with a remit to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice.

The PFS established “The Gold Standard” (of which we are awarded) and which is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice. Here’s what they have to say: https://www.thepfs.org/about-us/initiatives/the-pension-transfer-gold-standard/understanding-the-pension-transfer-gold-standard/

Of course, neither of these organisations are able to offer you personal and tailored financial advice, but are a great source of information. When you are ready, get in touch to find out how we and our selected third-party partners can help.

---