Will you have enough to enjoy life in retirement?

Our pension review service is designed to provide you with the answer to this question.  It will give you the opportunity to do something about your retirement now while there is time to make a difference.

Can you imagine a retirement where you can't afford your holidays or hobbies.  That's a retirement you will want to avoid!

life in the sun

What we will do?

  • Talk to you about your future retirement plans, your hopes and dreams
  • Contact and speak to your pension providers on your behalf to save you the time and bother 
  • Obtain your state pension forecast, so you will know the amount you can expect and the date your first payment is due
  • Where necessary, provide you with a recommendation for any changes to be made to improve your pension position towards achieving your retirement goals

The benefits of a pension review

  • You will have an understanding of your pension position and the options that are available to you
  • You will know the level of charges and risk your money is currently exposed to and learn about the impact this could have on your retirement pot
  • Independent financial advice that is regulated by the FCA
  • We will confirm our advice fees for the implementation of any recommendations that we carry out on your behalf

What do our clients say about our pension review?


pension

I had lots of different pensions from various employers which in isolation looked quiet poor. Tim was able to put a cash value on these pensions which was in excess of my expectations. He then reinvested these funds in a flexible pension product which allows me to exercise the new pension freedom’s on my retirement.  So far so good I now know what my pension pot is worth and am emotionally reattached to the monies it represents. Tim has been professional and shown an in depth knowledge of the industry.

Richard C, Swindon - Client Since December 2015

Would you like a free, initial no obligation meeting?