Retirement Planning

If you are approaching, or are at the point of retirement, we can offer practical advice and solutions that can make a real difference to the level of income you have in the years ahead.

Whether you are a member of an employer’s pension scheme, or funding your own arrangements, legislation now allows you a great deal of choice in terms of pension planning.

If you are looking to understand the choices available to you or need guidance on the options that best suits your needs, you may be interested in speaking to one of our Wealth Management Team.

If you have yet to make a decision on your pension arrangements, Pension Decision Service could help you consider the options and recommend the best outcome for you, helping you investigate alternatives to provide you with the income you need to enjoy your retirement. 

What to do if you have a complaint

If things have gone wrong we are happy to hear from you as it may help us improve our services. If you wish to register a complaint, please contact us:

In writing: The Customer Relations Team | JLT Investment Management Limited | The Colombia Centre, Station Road, Bracknell RG12 1LP

Phone:  +44 (0) 20 3797 7651


We have a complaints procedure that is available on request. For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).

Full details of the FOS can be found on its website at