top of page

Financial vulnerability

Pension Pages

Contact Us

Plan Your Retirement Now

Tel: 0034 951 122 091

email: info@simplicity-wealth.com

The Financial Vulnerability Taskforce

Simplicity are registered affiliates of the Financial Vulnerability Taskforce, which is a newly created UK domiciled independent professional body, covering the Personal Finance, Insurance and wider Financial Services Sectors.

 

Its ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of client vulnerability.

Adoption of the Charter allows firms and individuals to align with an Independent set of standards which are equally in line with the expectations and rules of regulatory authorities. The Independent Charter enables adopters to promote their own processes and commitment to treating customers and clients fairly.

Our commitment

All Simplicity employees are required to acquire certificated completion of 'Consumer Vulnerability in Later Life (2023)', an examination developed by the Society of Later Life Advisers (SOLLA) in collaboration with Just.

For further details on the FInancial Vulnerability Taskforce, please visit: https://consumerduty.org/about/about-the-fvt

Meeting with a Lawyer

Our website provides insights on investing and saving without offering personalized advice. If uncertain about suitable investments, seek guidance, such as from our financial advisers.

 

Prior to investing, review our crucial investment notes; keep in mind, investments are prone to fluctuations, potentially yielding returns lower than your initial investment.

Pension Wise

Pension Wise is a free, impartial government service for anyone aged 50 or over, with a UK based personal or workplace pension.

It can help you understand what type of pension you have, how you can access your savings and the potential tax implications of each option. But it isn’t financial advice.

Ask our Advice

Our team are ready to answer your questions.

Call us on 0034 951 122

Opening hours:

Monday - Friday:  9am - 6pm (CET)
Saturday: 9.30am - 12.30pm (CET)

 

email us.

Retirement Planning

If you are unsure and need help making decisions, we can assist you to:

  • Make sure your investments align with your goals

  • Plan your personal budget and retirement income strategy

  • Give pension advice, including when and how to take them

bottom of page