Useful links

Free, impartial guidance on pensions, retirement planning and financial decisions.

A government-backed service offering free, impartial guidance on your options when accessing a defined contribution pension.

A free government service to help locate lost pensions by providing contact details for pension schemes.

Step-by-step guidance on how to track down old pension arrangements.

Understand how much State Pension you may receive and when you can access it.

Review your contribution history and identify any gaps.

The CISI is a leading professional body for wealth management, financial planning and investment professionals.

The Chartered Insurance Institute (CII) is a leading professional body for insurance and financial planning professionals.

Churchill Wealth Management is a firm member of UKSIF, the UK’s leading membership organisation for sustainable and responsible financial services.

Churchill Wealth Management is a firm member of the Ethical Investment Association, a professional body focused on ethical and responsible investment.

Guidance on setting up a Lasting Power of Attorney (LPA).

Information on registering an LPA so it can be used.

The Office of the Public Guardian (OPG) helps people in England and Wales manage Lasting Powers of Attorney (LPAs), deputyship arrangements and safeguards the interests of those who may lack mental capacity.

A directory of regulated solicitors across the UK who can assist with wills, trusts and estate planning.

Search for regulated chartered accountants and accountancy firms across the UK.

Support and guidance following a death, including registering a death, probate, benefits and managing financial affairs.

Information on funding long-term care and available options.

Practical guidance on later life finances, care and support.

Independent guidance on a wide range of financial and legal matters.

Official government information on tax, allowances and financial rules.

Churchill Wealth Management is authorised and regulated by the Financial Conduct Authority, the UK regulator for financial services firms.

Search the FCA Register to verify authorised firms and individuals.

An independent service for resolving disputes between financial businesses and consumers.

Information regarding protection for eligible financial products and authorised financial services firms.

Independent consumer guidance on savings, mortgages, insurance and personal finance matters.

These links are provided for general information only and do not constitute advice. If you would like to discuss your own circumstances or how any of these areas may apply to you, please get in touch.