UK - Independent financial advisor Wentworth Rose is gearing up to market its pensions products in the workplace.
The firm believes that a new web-based advice portal – which is being targeted at companies with 2000-3000 employees – will “change the face” of UK financial services.
It hopes that through the workplace marketing vehicle – mymoneypal.com – it will boost access to its financial advice and products with a target of three million users by 2005.
Mymoneypal.com will provide “high quality” information, calculators, a suite of transactions, full market rates and access to independent advice.
And while the new offering is technology-based, Wentworth stressed that employees of firms which adopt the initiative would also be able to receive face-to-face help.
Mymoneypal.com is currently being piloted in seven blue-chip companies.
The new platform is being launched in partnership with Aegon.
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