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Wingate Financial Planning awarded the Pension Transfer Gold Standard

Alistair Cunningham
Alistair Cunningham

We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal Finance Society (PFS). Wingate Financial Planning, and the four independent financial advisers responsible for the allocade, had to demonstrate that we met the criteria set by the Pension Advice Taskforce.

As part of the accreditation we subscribe to the nine principles listed below:

  1. Helping clients understand when advice is appropriate
  2. Ensuring advice given supports the client’s overall wellbeing in the context of their stated objectives
  3. Ensuring client understanding and acceptance of all charges
  4. Ensuring the most appropriate and updated technical skills are applied
  5. Transparent management of Conflicts of Interest
  6. Helping clients understanding the cost of transferring benefits
  7. Avoiding unregulated investments and introducers
  8. Transparency in advice processes and outcomes
  9. Promoting the Consumer Guide to the Pension Transfer Gold Standard

Our four accredited advisers are:

Alistair Cunningham

Contact the Author

Alistair, a founding director of Wingate Financial Planning, specialises in complex client cases, particularly owner-managed businesses, pensions, and retirement planning. He is a member of the Wingate Investment Committee and a Chartered Financial Planner, Fellow of the Personal Finance Society, and member of STEP and the Chartered Institute of Taxation.

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