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Steve Patterson
FUNDS UNDER ADVICE
£450m
FEE-EARNING ADVISERS
10
NUMBER OF CLIENTS
1,350
Intelligent Pensions

Intelligent Pensions was established in 1998 in central Glasgow and has clients all over the UK.

Specialising in pensions and retirement, the company was a pioneer when it came to using technology and computer analysis to help with financial retirement planning. It is able to deliver a tailored computerised ‘model’ for every client for many years, which helps clients engage, visualise and understand their retirement planning strategy.

The firm prides itself on taking the time to understand clients’ circumstances and objectives, which ensures that its services are never ‘off the peg’, but always perfectly tailored to suit each client.

It has received several awards, including the Pension Transfer Gold Standard from The Personal Finance Society and an Investor in Customers Silver Award.

As part of its corporate social responsibility, Intelligent Pensions has established a relationship with leading water cooler company AquAid, which partners with charities to help supply clean, fresh drinking water to some of the poorest people on the planet. Last year, Intelligent Pensions sponsored the construction of a water pump in Africa.