Helping me decide
What can you expect from your meeting with Willis Towers Watson?
Independence
All advice is impartial and independent. You are our client and we are responsible for providing impartial and independent guidance to you.
Experience
All guidance will be provided by suitably qualified financial advisors.
Remuneration
All remuneration and fee structures have been agreed on a fee basis and there are no fees payable based on the level of take-up of the offer
Tailored Advice
All advice will be tailored to your individual circumstances. In providing our recommendation, we will collect key information from you before the meeting. Our role is to explain the ETV offer to you and ensure you fully understand it.
Meetings
All meetings will be confidential and will be framed around your personal circumstances. These meetings can be face to face, by telephone or by video call.
Report
A written report will be provided following each meeting.
The Code of Good Practice
Such Opt-in exercises are quite new to Ireland but in the UK, where they are more prevalent, an industry-wide Code of Good Practice (the Code) exists to cover options like this. The Code sets out what it expects good practice to be, so that individuals receiving an offer such as this are able to make informed choices about their pension.
The principles-based Code is voluntary but in making this option available to you, the Company and the Plan Trustees have made sure the option complies with the Code's principles.
Willis Towers Watson also ensure that their tailored financial advice in in line with the code.
For more information about the Code, go to www.incentiveexercises.org.uk
