What will your private pension deliver in retirement?
Start your Pension HealthCheck and find out
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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.

How much could you be losing?

Simply moving to a policy with lower fees, your pension could grow by:

£63,000

Figures based on a pension fund value of:

£70,000

Pension Works - Pension performance graph

*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.

Ongoing 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 ongoing private pension advice service is the perfect way to make sure your pension is performing year on year.

We will undertake an ongoing 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.

We work with the whole of the market including the biggest
pension providers across the UK

  • Free Pension Check Form

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