If you have any pension plans which haven't been reviewed recently, you may not be aware that changes to pension legislation introduced could significantly benefit you. Also, you may not be aware if your plan remains competitive and its investments are managed successfully.
If your pension plan hasn't been reviewed recently then it is highly possible that you are paying higher charges than necessary for the management of your plan.
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 offer a Pension Review Service which will help you understand your existing plan and whether it remains suitable for you.
We specialise in reviewing and reporting on the efficiency of existing plans. We will make an in-depth analysis of your plan, its charges, its investment successes or failures and its 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 per plan reviewed, but this is rebated against any other fees should you become our client.
Contact Us Today
Get in contact with us to request more information on having your pension reviewed. Call
or contact us using the 0113 2300449 enquiry form .