Join Us
We are passionate about what we do.
We combine hard work, dedication and expertise to ensure that we provide exceptional client service.
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We have gained our reputation as the pension specialists because of our people who deliver this extraordinary service to our clients.
Our Mission...
Our philosophy is simple but effective. We work responsibly and ethically, helping our clients to build financial security both for the present and the future. Through unparalleled client service and industry-leading success our business focuses on pensions, dealing with pension matters all day, every day to ensure that our clients are prepared and enjoy the retirement they deserve.
Our Core Values
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Trust
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Honesty
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Integrity
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Care
Mindful Employer
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Established in 2004, Mindful Employer is a UK wide initiative run by Devon Partnership NHS Trust. Providing employers with easier access to professional Workplace Mental Health training, information and support, the initiative aims to help empower employers to take a lead in supporting the mental wellbeing oft heir staff. By signing the ‘Charter for Employer Positive About Mental Health’, we have made a public statement of our desire to support the mental health of our staff across the organisation.