From financial planning and premium banking to tax advice and foreign currency exchange, the RPA can assist you with all manner of financial matters. RPA members can take advantage of further benefits and offers through our official partnerships with a number of leading financial institutions. You will also find articles and information, with top tips on how best to manage your money.
Read on to find out more about making the most of your money and planning for the future, or speak to your PDM about the options available to you.
Sanlam, looks after more than 10 million clients around the world, providing financial planning and investment management services to individuals, companies and charities.
With a strong reputation for delivering forward-thinking investment advice and expertise, Sanlam UK are pleased to offer a free financial review to all RPA members. Please contact Andrew Lewis for your free financial review: firstname.lastname@example.org
From premium banking and savings to mortgage products and services, Barclays are well positioned to understand and support you with your financial needs. RPA members can access a dedicated banking team. If you would like to find out more about how they can help, please contact your Barclays representative at RPA-Mailbox@Barclays.com
RPA members also have access to Barclays’ Financial Wellbeing and LifeSkills programmes, providing them with industry-leading insight and support to develop members financial awareness and prepare them to help make a successful transition from the game after retirement.