Our aim is to put people in touch with financial advisers who specialise in the financial needs of older people. By obtaining the Retirement Advice Standard, you receive an endorsement of your skills and experience in working with, and understanding the needs of people at, and in, retirement.

Many people reaching retirement today have a wide range of different pension provisions, built up throughout their working lives. Coupled with the introduction of ‘pensions freedom’ following the Taxation of Pensions Act 2014 and the Finance Act 2015, the need for retirement advice is growing explosively. Most retirees have little experience in pensions and the many choices facing them can be daunting, so it is vital that they have access to high quality advice as quickly and easily as possible.

The standard

This Standard is only available to qualified financial advisers who regularly practice in the retirement market, who are committed to keeping their knowledge up-to-date through structured CPD and who work in an appropriate environment to support their ongoing development.

Those awarded the Retirement Advice Standard are listed on a register so that they can be found by consumers looking for quality assured advice on their retirement options.

More details

You will find more details about the Retirment Advice Standard in the propsectus document, and more information on the application process in the Guidance Notes:

Download prospectus

Download Guidance Notes

How to apply

Please read the prospectus carefully before deciding whether to proceed with your application. It will help you to decide whether the standard is right for you and, if so, help you to consider the information you will need in order to apply.

You should also read the Code of Practice which outlines the principles you agree to follow as a Retirement Advice Standard holder. If you are ready to proceed with your application please also read the guidance notes, which will help you with your application.

Start Retirement Advice Standard application

If you have any questions or require any further information before applying, please contact us at info@retirementstandard.co.uk or telephone 0333 2020 455.