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Due to the ongoing coronavirus restrictions, we’re not got going to be sat in front of clients and professional associates wearing our poppies this year.

So, we thought we’d wear our poppy here, on our website.

Did you know:

The Armed Forces Covenant is a commitment from the nation back to those who proudly protect our nation, who do so with honour, courage, and commitment.

It is a pledge that together we acknowledge and understand that those who serve or who have served in the armed forces, and their families, should be treated with fairness and respect in the communities, economy and society they serve with their lives.

Investment & Retirement Solutions Ltd is a signatory to the Armed Forces Covenant

We’re grateful to be able to offer support to forces personnel and veterans who are members of the On Course Foundation, Blesma (the Limbless Veterans charity) or the Forces Pension Society and to all veterans who come to us via the Veterans Gateway.

The Forces MoneyPlan is an initiative offering free, confidential financial guidance to all Armed Forces personnel and Veterans. 

Forces MoneyPlan enables recipients to be more informed about their financial well-being and less vulnerable to misinformation and scams.

Investment & Retirement Solutions Ltd is a delivery agent of the Forces MoneyPlan


The Defence Employer Recognition Scheme (ERS) encourages employers to support defence and inspire others to do the same. The scheme encompasses awards for employer organisations that pledge, demonstrate or advocate support to defence and the armed forces community, and align their values with the Armed Forces Covenant.

Investment & Retirement Solutions Ltd is a proud recipient of the Ministry of Defence’s Bronze Award

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Unfortunately the Investment & Retirement Solutions Ltd ‘great unlocking’ has had some unintended consequences as 30% of our independent financial advisers and 50% of our


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Following the Prime Minister’s announcement on Monday 12th July confirming “Freedom Day” and having had the opportunity to review the proposed guidance and rules published


Our posts are intended as financial education and financial information, not as financial advice, and are only suitable for UK residents. Always take professional, independent advice before acting on any information.

Investment & Retirement Solutions Ltd is authorised & regulated by the Financial Conduct Authority.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors may get back less than the amount invested. Past performance is not a guide to future performance.

Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.

The Financial Conduct Authority does not regulate taxation and trust advice, will writing, advice on deposit accounts, some types of offshore investment, some aspects of buy to let mortgages, commercial finance or offshore mortgages.

Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor. Unless specifically stated otherwise, our posts do not allow for the additional taxation powers which may be levied by the devolved governments.

All information is offered in good faith and is believed to be correct at the time of publication however it may be superseded following publication. E. & O. E.

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