Are your pensions working
hard enough for you?
Pension Review Service
Our pension review service may be of interest to you if you have a pension fund(s) with a value of £50,000 or more and are looking for advice on your retirement goals and how to invest your pension.
Our pension review service is very popular as it represents an opportunity for you to evaluate and take control of your existing pension arrangement(s).
High charges and/or poor investment performance can be the scourge of many pension plans. Our review service will undertake thorough analysis of each pension arrangement and will issue a report specifying whether you should move your pension to a better arrangement or should leave it where it is.
Where we recommend you transfer your pension plan, we will implement a strategy aligned to your needs, objectives and attitude to investment risk. Most importantly, we will also provide an ongoing management and review service to ensure your pension plans continue to meet your needs and are aligned to your overall retirement strategy.
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