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Terms and Conditions

MyRetirementOptions.com is an independent marketing website which acts as an introducer to 'whole of market' companies who offer specialist Financial Advice. Each company is authorised and regulated by the Financial Conduct Authority (FCA).

MyRetirementOptions.com are not authorised to give advice and we are not liable for any financial advice provided by, or obtained through a third party. The information published on this website is for information purposes only. This site has been approved for compliance purposes by a Firm of Independent Financial Advisors who are authorised and regulated by the Financial Conduct Authority.

Please read the following Terms and Conditions before using MyRetirementOptions.com. By using this website you agree to be bound by its terms.

1. Use of this site

The rights in the designs, pictures, logos, photographs and content of this site are owned by or licensed to MyRetirementOptions.com. They are protected by copyright, trademarks and other intellectual property rights. You may not copy, reproduce, modify, distribute, republish, display, post or transmit any part of this site without the written permission of MyRetirementOptions.com. You may view or print individual pages only for your own personal use.

2. Liability

We try to ensure the accuracy of all of the content on this site. However, we do not accept any liability for the use made by you of this content. The content of this site should only be used for information purposes and you should not rely on it to make (or refrain from making) any decision or take (or refrain from taking) any action.

The site is for your personal use and is not to be used for any commercial purpose. As a result, MyRetirementOptions.com will not be responsible in any circumstances for your loss of profits.

MyRetirementOptions.com will also not be responsible for any loss including wasted expenditure, corruption or destruction of data unless the loss results from something MyRetirementOptions.com has done wrong.

MyRetirementOptions.com is not liable for any damages or losses resulting from your inability to use this site. MyRetirementOptions.com cannot promise that the site will be uninterrupted or entirely error free.

Because of the nature of the internet, the site is provided on an “as available” basis. MyRetirementOptions.com will not be responsible to you if we are unable to provide the site for any reason beyond our control.

3. Content and advertisements

This site also provides links to and content from other internet sites and resources. Because MyRetirementOptions.com has no control over these sites and resources, you acknowledge and agree that MyRetirementOptions.com is not responsible for the availability of these external sites or resources and does not endorse and is not responsible for any content, advertising products, services or other materials on or available from these sites or resources.

4. Data protection and privacy

Any details which you provide to us from which we can identify you are held and processed in accordance with our Privacy Policy.

In the Privacy Policy you will find:

  • The information we collect
  • Why we collect it
  • How we store and process it
  • How you can manage your data rights

5. Changes to the terms

MyRetirementOptions.com may change the site or these terms at any time. If you use the site after MyRetirementOptions.com has changed the terms you will be bound by the new terms.

6. Governing law and jurisdiction

These terms and your use of this site are governed by and construed in accordance with the laws of England and Wales and any disputes will be decided only by the Courts of England and Wales.

7. Vouchers

Your voucher will be sent to you electronically using the email address provided. You’re eligible to receive your voucher once you’ve had your initial consultation with the financial advisor we connect you with.

We’ll confirm contact with the advisor, and your initial consultation after 28 days from your initial consultation. This is the advisor’s legal allowable time for them to be in first contact with you.

Once your initial consultation attendance has been confirmed, your voucher will be dispatched.

Vouchers will not be paid on mortgage, debt, equity release, or final salary transfer enquiries.

8. Referrals

Occasionally we run referral campaigns with vouchers offered to referees and referrers. 

These vouchers will be issued to both parties once initial consultation attendance has been confirmed between the referee and a partner financial adviser. 

The same terms and conditions from section 7: 'Vouchers' apply to any referral campaign.