Financial Adviser Services
We specialise in helping financial advisers navigate the complexities of public sector pension schemes—ensuring their clients receive clear, confident, and compliant guidance at every stage of their journey
NHS, Civil Service & Local Government Pension Schemes
We understand the intricacies of schemes like the NHS Pension Scheme, Civil Service Pension Scheme, Teachers’ Pensions and LGPS. From McCloud Remedy implications to RPSS reviews and Contingent Decision modelling, our tools and expertise help advisers deliver tailored, accurate advice with ease.
Scenario Modelling & Annual Allowance Planning
Pengage equips advisers with advanced scenario modelling options and reports to explore retirement options, annual allowance impacts, and scheme pays elections. Whether clients are considering early retirement, partial retirement, or service aggregation, we help advisers present clear, actionable comparisons.
Structured Support for Client Meetings
We provide templates and digital tools that streamline meeting prep and follow-up:
- Pension estimate summaries
- Action lists and next steps
- Scheme pays and retirement forms
- Escalation email drafts for service discrepancies
Translating Complexity into Clarity
Public sector pensions are notoriously complex. Pengage helps advisers translate technical jargon into plain English—empowering clients to make informed decisions without confusion or anxiety.
🔐 Data Security & Workflow Optimisation
Our platform is built with compliance and efficiency in mind. Advisers benefit from:
- Secure document exchange
- UK-based backup options
Advocacy & Troubleshooting
When administrative errors arise, we support advisers in escalating issues swiftly and assertively. From missing reckonable service to incorrect benefit statements, Pengage helps advisers protect client outcomes with confidence.
Ready to Simplify Public Sector Pension Advice?
Whether you’re supporting NHS staff, civil servants, local government or Teachers’ Pensions employees, Pengage gives you the clarity, tools, and confidence to deliver outstanding advice.
Get in touch
Get in touch if you would like to know more about any of our Financial Adviser services: