Useful Resources

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Financial Ombudsman Service

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’), which is set up to resolve individual complaints between financial businesses and their customers.  Please see the following link for further details:

 

Financial Conduct Authority

Marshall Pension and Financial Planning Ltd are entered on the Financial Services Register No 781168 at https://register.fca.org.uk

Financial Services Compensation Scheme

Last resort compensation fund for customers of authorised financial services firms.

The Money & Pensions Service

Helping people – particularly those most in need – to improve their financial wellbeing.

Policy Detective

The easiest and fastest way to find out what your old policy is worth. And what’s more… it’s free to use!

National Savings & Investments

NS&I is one of the largest savings organisations in the UK with 25 million customers.

The above links navigate to external websites. Marshall Pension and Financial Planning Ltd cannot be held responsible for the content of external websites.

The useful guide to reaching your retirement goals

It’s never too soon to start planning for retirement. So, what steps can you take now to help you reach your retirement goals?