The main purpose of our pension review is to help you gain a better understanding of your pension and to check that it is relevant for your needs.  We carry out the pension review without any initial charge.

What Can I Expect From The Pension Review

  • A clearer understanding of your pension position and the options that are available to you

  • You will know the charges that you are currently paying

  • Whether your current pensions are the most suitable for you

What We Will Do

  • We will talk to you about your future retirement plans and what you want

  • We will contact and speak to your pension providers on your behalf to establish the exact level of charges and risk involved with your pension

  • Where necessary, provide you with a recommendation for any changes to be made to improve your position

  • Confirm any advice fees for the implementation of any recommendations we carry out on your behalf.

Why Have a Pension Review?

You will have a better understanding of how your pension is performing, the amount of charges being taken by the pension provider and the level of risk that your money is exposed to.   It makes sense to get this checked so that any changes can be made so that you can look ahead to retirement with confidence.

What Next?

To start your pension review complete the form below or contact us to find out what we can do for you.

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
A pension is a long-term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Your pension income could also be affected by the interest rates at the time you take your benefits.