Pension Review Services
If you have an existing Pension which hasn’t been reviewed recently, you may not be aware of changes to pension legislation which could significantly benefit you.
These include the abolishment of the Lifetime Allowance and an increase to the Annual Allowance.
Without a regular review of your pension, you may also find you have had poor investment performance, high fees over time.
How to improve your pension returns
Contact us to find out how you can improve your pension returns
If your pension plan hasn't been reviewed recently then it is likely that you are paying much higher charges than are necessary for the management of your plan.
You may also benefit from a comprehensive review of the performance of your plan, as research has shown that once a pension plan has been sold it is very rare that the adviser will conduct a regular review as he or she doesn’t normally get paid to do this.
If your pension plan hasn't been reviewed recently then it is likely that you are paying much higher charges than are necessary for the management of your plan.
You may also benefit from a comprehensive review of the performance of your plan, as research has shown that once a pension plan has been sold it is very rare that the adviser will conduct a regular review as he or she doesn’t normally get paid to do this.
Danger of not reviewing your pension
If you haven't reviewed your pension plan recently it is possible your fund is not invested in assets that match your attitude to risk.
We do not charge any upfront fees for the service we provide and can arrange home visits, via Zoom or phone call. If you would like an independent review of your existing plan simply Contact us
and a member of our team will be happy to discuss your individual situation.Why talk to us?
Your first meeting is free – it won’t cost you anything. We guarantee to provide you with a personal recommendation, at no cost to you (we will only charge you if you choose to proceed with our recommendation) and we will let you choose the way forward without any pressure.
We promise:
Your first meeting is free - it won't cost you anything. We guarantee to provide you with a personal recommendation, at no cost to you (we will only charge you if you choose to proceed with our recommendation and we will let you choose the way forward without any pressure.