Pension Review

General Insurance 2Why would you want a pension review?

  • Do you know what fund your pension is invested in?
  • Do you know what the fees and charges are?
  • What’s the performance like?
  • Does it suit your attitude to risk?
  • Is it on target to provide the income you need in retirement?

If you don’t know the answer to any of these questions, then our pension review service could be just what you need. Am adviser will look at all your pension plans and any other investments you might want to use in retirement.

Many of the older type pension plans have high charges and not in the best performing funds. You owe it to yourself to make the most of your money.

We don’t charge for our review service, we only charge if we set you up in a new plan and you will know exactly how much that will be before you commit to using our service.

Pension Tracing Service

Have you overlooked a pension pot? Forgotten an employers’ scheme from the past perhaps? Well we can help you find previous pension plans with our tracing service. We often find pensions funds that clients didn’t even know they had.