Client Newsletter Winter 2018 (East Anglia)
In this issue we take a look at issues around retirement including the flexibility that pension freedoms can give you, and what factors you should consider when timing your retirement.
We are regularly asked about protecting you and your family if you fall ill or die prematurely. Many people have good intentions to ‘do something about this’ but not everyone does. Read our article on coping with whatever life throws at you.
Unfortunately, fraud is becoming a greater issue in financial matters. It pays to be aware of how to spot possible signs and what to do if you become suspicious.
The team at Perspective (East Anglia) Ltd is always here to help you, so please contact us if we can be of assistance.
Kind regards
Perspective (East Anglia) Ltd
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What to do if something goes wrong
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
Contact
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567