First step to a comfortable future
As private pension specialists, we know there are pensions that are just not working and affecting people’s retirement plans. Many regularly pay into their pension without knowing how much it will be worth or even if it will deliver a comfortable retirement.
Our no-obligation Pension HealthCheck is the first step to ensuring that your pension is performing and will allow you to make the most of your retirement. Our experienced and fully qualified Independent Financial Advisers will analyse your existing pension provision, check it’s performance and whether currently, you are paying excessive fees.
Once we’ve carried out your no obligation Pension HealthCheck, we will tell you if your pension is working as hard as it should or whether there are alternative policies that are better suited to your circumstances.
Here’s how we work
- Get in touch with us 1
- We’ll assess your pension options 2
- Advice you can rely on 3
- Make your own decision 4
Get in touch with us 1
All we need is the name of your pension provider to get started. We will then carry-out a HealthCheck of your existing private pension to ensure it is performing and will deliver the funds for your retirement plans.
We’ll assess your pension options 2
Advice you can rely on 3
Make your own decision 4
How much could you be losing?
Simply moving to a policy with lower fees, your pension could grow by:
*Figures based on comparisons between pension policies charging 0.5%, 1% or 2% annual provider charges. Pension fund value assumed 5% annual growth. Based on a £70,000 pension fund and example client being 40 years old and retirement at 65 years. Graph is for illustration purposes only. Please note investments can go down as well as up.
On-going pension advice
To know that your pension is in the right place and performing well is one of the reasons why our clients initially contact us for a Pension HealthCheck.
Once you’ve been through a Pension HealthCheck, our on-going private pension advice service is the perfect way to make sure your pension is performing year on year.
We will undertake an on-going analysis of your pension to find out if anything has changed in your circumstances, making sure your outlook still meets your financial goals and evaluate any changes to your current pension policy.