Personalised advice
Personalised advice is our hallmark, and we always start with the person in front of us. We prioritise high returns and low costs, but we also know that pensions are about more than just money. And if you're like most people, you simply want peace of mind when it comes to your pension. That's why we proactively offer clear recommendations, so you can rest assured that you're on the right track.
As a customer with Velliv, you don't have to worry about your pension. Every year, you'll receive a personal pension status update. This gives you a quick overview of whether your savings are on track and if you're properly covered in case life takes an unexpected turn.
Your pension deserves a dedicated conversation. That's why we offer personalised, one-to-one advice tailored to your unique needs and circumstances. We take the time to understand the nuances of your situation and provide guidance that helps provide a clear picture of your situation. This results in peace of mind and financial confidence.
Subscribe to our newsletter and receive additional tips and advice about your savings and insurance covers in Velliv. Enjoy exclusive invitations to webinars, uodates from our partners and expert advice on how to boost your savings and overall well-being.
We'll be in touch 8-10 times a year.
Every day, I meet people from all walks of life, and I always learn something new from each of them as I advise on pension planning. Everyone's journey is unique, and my goal is to help them feel secure and conficent in their decisions.
Johnny Holm
Pension Advisor
Are you looking for advice on pension and health solutions for your employees? We’d be happy to help.