Existing Pension Plans
Pre-existing pension plans are probably the most neglected investment that you have. When was yours last reviewed?
Does your existing Adviser: Communicate regularly what is going on in the investment world and how it affects your pension fund? Make pro-active recommendations to assist in avoiding market downturns? Review the markets daily and report to you if any changes are needed in your investment strategy as a result of market trends or uncertainty? Email regular valuations and reports including graphs on how your fund is performing? Analyse the funds in which your pension is invested and suggest changes if a fund is found to be consistently under performing its peer group? Review your investment strategy regularly to ensure that it still meets your needs and your attitude and capacity for investment risk? Let you have full valuations at least every three months? Produce pension forecasts at least once each year?
If you find the answer to some or all of the questions above is no, then you should talk to Paul Dodd Asset Management Limited because we do all of these things for our clients. Complete the Contact Us information and we will call you to discuss your situation.
We specialise in reviewing and reporting on the efficiency of existing plans. We will make an in-depth analysis of your existing plans, their charges, investment successes or failures and likely investment quality in the future. If appropriate we will make recommendations for change, either of the provider, or the investment strategy you adopt.
We use market-leading software which compares your existing plan with all others available in the market and produces a report which will be presented to you with an explanation of the findings.
There is a one-off fee for this service - £150.00 for each plan, but this is rebated against any other fees should you become our client. This fee covers the cost of the research into your existing plans and our report containing our recommendations to you based upon our findings.
Contact Us Today
Get in contact with us to request more information on your existing pension plan. Call
or contact us using the 0113 2300449 enquiry form .