additional support

Supporting you through life’s changes.

Life can be unpredictable. At some point, you may face challenging circumstances that make it harder to manage your finances. These events might also change your financial goals or affect decisions you’ve already made.

Talk to your adviser

If you’re dealing with a health condition, a major life event or anything else that makes financial decision-making more difficult, your first step should be to speak to your financial adviser. They can help us give you the right level of support.

No adviser? We can still support you

If you don’t currently have a financial adviser, we’re here to help. Please get in touch to let us know what’s changed. We’ll support you and adjust our services where we can.

If you’re looking for a regulated adviser, there are dedicated search tools on websites like vouchedfor.co.uk and moneyhelper.org.ukmoneyhelper.org.uk. Before choosing an adviser, it’s a good idea to speak to a few, compare their services, and ask how they work and what they charge.

Whatever route you take, always check the Financial Conduct Authority’s register at register.fca.org.uk to make sure they’re regulated. This ensures they meet FCA standards – and gives you access to the Financial Ombudsman Service and Financial Services Compensation Scheme in case things go wrong.

When you might need support

It could be a good time to speak to your financial adviser if you’re dealing with any of the following:

Health conditions

• A physical or mental disability

• A serious or long-term illness

• Hearing or vision loss

• Memory problems such as dementia or mild cognitive impairment

Life events

• Retirement

• Bereavement

• An income shock

• A relationship breakdown

• Caring responsibilities

Resilience

• Feeling overwhelmed or under pressure

Capability

• Low confidence managing money

• Difficulty reading, writing or hearing

• Low digital confidence or no internet access

• Losing support from someone who used to help you

How we can help

While we can’t replace the tailored support of an adviser, we will support you where we can. This might include:

• Adapting how we communicate with you

• Using different channels

• Helping you access the Investor Portal and investor communications

Our client service team is trained to identify and respond to your needs in the most appropriate way. If you hold an investment with us and need additional support, there are a few ways to get in touch:

• Email us at contact@triplepoint.co.uk

• Call us on 020 7201 8990

• Send a secure message by logging in to the Investor Portal

However you choose to connect, our team will be attentive to your needs and do what we can to help.

further resources