How we are paid

The first meeting is always at our expense so that you can be comfortable in knowing that it will cost you nothing to see if our services are right for you.

As a result of that first meeting if you believe that our services can be of benefit to you and you are happy to work with us then we will agree the next steps with you and agree a fee for the work that we will be undertaking on your behalf.

The amount of the fee will depend on exactly what is involved but we will always:

  • Quote a fee and agree it with you in advance of you incurring any costs.
  • Guarantee that fee – it will not increase even if we have underestimated the work that will be undertaking for you.
  • You are not committed to any other fees or costs.

We will invoice you for this fee in advance of any work being undertaken.

The result of our work on your behalf maybe that we recommend a new service, product or provider to you – if we do then we will agree a fee with you to arrange and implement that recommendation.

The fees for research and recommendation start at £300 and will depend on the service or product.  Full details are contained within the Terms and Conditions of Business document that we will provide you with at our first meeting.

However, although the fee may vary, it will follow our underlying philosophy on fees which is:

  • To be clear and simple at all times – our fee structure is uncomplicated and easy to quantify.
  • To offer value for money – we believe that our fees are competitive when compared to other advisers for similar services and products.
  • To be impartial and independent of provider, product or service.

You can pay any fee to arrange or implement a new service or product direct to us from your own resources or it may be possible to facilitate the payment of this fee to us from the product or service itself.



retirement planning fees

Does your organisation adequately prepare your employees for retirement?

The statistics are compelling:

64% of employers offer employees NO tailored retirement preparation support.

70% of employees would like retirement support from their employer.

However, since the abolition of the Default Retirement Age in April 2011, employers have been reluctant to discuss retirement at all with their employees for fear of potential age discrimination. 

Are your employees worrying?

In our experience, employees that are within 5 years of retiring worry about how they are going to manage financially in retirement.

Morale and productivity decrease

The majority assume the worst and tend to continue working, all the while dreaming of retiring and not having to work.  This frequently affects productivity and morale.

We find that the uncertainty is caused by not knowing what their pensions, savings and other assets can provide by way of income in retirement.  Most people know that they have these assets but not what it can do for them.

A simple and free solution for HR departments

Retirement and Investment Solutions are the only over-50s retirement specialists in the South and we have extensive experience of helping people coming up to retirement get on top of their retirement needs, giving them peace of mind and a plan of action.

To help organisations offer the support their over-50s employees need, we have a range of simple and free solutions for HR departments, designed to deliver the tailored support your staff require as they approach retirement. These include:

  • Free Retirement Reviews
  • A free retirement helpline
  • A range of easy to understand guides covering all areas of retirement planning
  • Open seminars

Call 01489 878300 or email us today to discuss how we can help your organisation deliver the tailored retirement advice your over-50 employees need.

investment planning services

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Contact us

Retirement and Investment Solutions
5 Lancer House, Hussar Court
Hampshire, PO7 7SE

T: 01489 878300
F: 0870 0104883