Our services around pensions fall outside the scope of regulated activities by the FCA or The Pension Regulator.
We do not provide financial advice and do not deal, recommend, manage, help arrange, safeguard or administer investments, nor are we advising on converting or transferring pension benefits. We are not a pension provider.
We provide users with regulated account information services as an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Registration Number: 804718) for the provision of payment services, including account information services (allowing employees to link their bank accounts via open banking).