Advanced Pension Options

Do you have a pension and if you do have you any idea how much its worth and more importantly what it will pay you in retirement?

 

Over 16 million people have never reviewed their pension in the UK, are you one of them? Your pension should be reviewed annually – we can help with this.

 

There are also 11 million pensions which are frozen and trapped, let us help you with this.

 

Did you know that 2 out of 3 of pensions in the UK is in deficit.

The Process

  • Contact us through our ‘Contact Us‘ page.
  • We will run through a 15-30 minute overview.
  • If you are interested in what we show you, a signature and some details of your pension(s) on a Letter of Authority is all that is required.

What happens next?

  • The letter of Authority allows our Pensions partner to obtain information about your current pension(s).
  • A qualified and expert IFA will then review your current pension position.
  • A call will be arranged with you to discuss your pension(s) and make recommendations.
  • Based on the recommendations you now can make an informed decision where your pensions funds are invested.