Client's best interests - Expert Pensions Advice Australia

The Pension Podcasts 09.08.2022

Client’s best interests

What do we advisers mean when we say we are acting in your ‘Best Interest’? What exactly does ‘best personal interests’ mean in the context of defined benefit occupational pension transfers? It is the benchmark that is set for advice standards, but what does it actually mean to you?

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The ‘Expert’ Companies are a global operation with offices in the UK and Australia. We are a specialist provider of cross-border financial solutions giving us a unique ability to integrate an unparalleled range of financial services, with licenced UK and Australian advisers. The Expert Group of Companies includes: Expert Pensions Advice LLP and Expert Pensions Advice Australia Pty Ltd. (Australia). Expert Pensions Advice LLP, is authorised and regulated by the Financial Conduct Authority (FCA ) under reference number 746548. Registered in Northern Ireland as a Limited Liability Partnership. Registration Number NC1204. Registered Address: Studio 3, Strand Studios, 150 Holywood Road, Belfast, BT4 1NY. Trading address: 71 Glenwood Drive, Armadale, Bathgate, West Lothian, Scotland. EH48 3RQ. Expert Pensions Advice Australia Pty Ltd and its advisers are Authorised Representatives of TWD Licensee Services Pty Ltd ABN 88 605 064 480. The ‘UK Pension Experts’ is the trading name of Expert Pensions Advice Australia Pty Ltd.

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