Gallagher Guide vs EB Wealth

The Gallagher Guide – Pensions app* provides a simple, convenient one stop shop designed to support members all the way from employer onboarding to retirement. What can I do within the app? - Login easily and securely using biometric security features - View and update your contact details - View information about your active or deferred defined benefit (DB) pension - Run instant benefit quotations (subject to availability**) - View and monitor the current value of your DC pension - Track historic DC fund performances - Update your expression of wish - Raise new queries and track its progress - Access pension payslips - Update your pension payment details How do I get started? To get started, you must be a member of a scheme administered by Gallagher. You can easily login using the same login details as our portal, entering the sponsoring employer name as the Client ID. Once logged in you can choose to enable biometric authentication for easy access in future. Need help? Our dedicated member experience team is on-hand to support with any questions. Simply call your scheme helpline for assistance. Additional Information *Provided by Arthur J Gallagher & Co (AJG) **The ability to run benefit quotations is dependent on your scheme rules and Trustee consent

The EB Wealth App gives you a secure and concise summary of your investments and allows you to view recommendation reports and other important regulatory documents. The app has a secure messaging section for sending and receiving sensitive messages and/or documents and also has a feature that allows you to verify your identity. We have also included an "Ask-AI" tool which should be able to answer specific questions about your financial situation and provide you further information garnered from the internet. Although we believe the Ask-AI function should provide you with surprisingly accurate information most of the time, we stress that it should not be used to replace independent financial advice, and you should not use it to make any financial decisions. It is however quite good fun and will even answer questions in the middle of the night when your EB Wealth adviser is sound asleep!