This page is designed specifically for your Scheme to try and answer as many relevant questions you may have about your Pension account.
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Deciding on how to take your retirement benefits can be one of the most complex financial decisions you may have to make. It’s important to get high-quality advice and you should consider talking to a financial adviser who is authorised and regulated by the Financial Conduct Authority (FCA).
BT’s retirement advice arrangement
BT has negotiated preferential rates with two firms of financial advisers to support employees in making informed decisions regarding their retirement. Both firms are regulated by the Financial Conduct Authority to provide retirement advice. These advisers offer “whole of market” advice, which means they are not tied to any particular financial product or company. They are also independent from BT, EE and EEPS. BT has also made this service available to EEPS members, regardless of whether you are a current employee or not. Please read the document BT's retirement advice to learn more about this arrangement. And remember, the decision to take financial advice and who you choose to help you is a personal decision - you can use any financial adviser.
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