Your FREE Pension Review
If you have a pension, it's very possible that you may not be getting the best performance for the hard earned money that you have invested. Retirement is the longest holiday of your life so you want to ensure that you review on a regular basis.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Our pension review service can help you on your approach to achieving your desired lifestyle and income you would like to receive in retirement. You have made a good start having a pension but if not managed correctly, along with poor performance and excessive management charges, could leave you with a shortfall when you retire.
Our free comprehensive report will detail everything about your pension including its advantages, disadvantages, performance, charges what you are likely to receive in retirement and just how much tax free cash can be obtained. After we've conducted a pension review, we'll highlight any issues to you and if we feel any action is required we'll provide you with recommendations. This service is free and non obligatory however if you wish to proceed with our recommendation our standard fees will apply.
Tax treatment varies according to individual circumstances and is subject to change.
This website describes our Pension Tracing Service. We are not affiliated with the Government’s Pension Tracing Service and if you have come to our site by mistake you can find the UK Government’s Pension tracing service at https://www.gov.uk/find-pension-contact-details
- Review of the value and performance of your current pension(s)
- Retirement projection showing what you will earn in retirement
- Attitude to Risk to ensure you are within the correct fund and investment strategy
- How your pension(s) compares to other schemes and whether its in your best interest to leave yours as is or to transfer and consolidate
- Advice from a Qualified Financial Adviser
Have a Lost Pension?
On average, people have 11 jobs during their working life and can easily forget where and how much they’ve contributed to a past pension, or have lost details about their scheme.
There is an estimated £400 million in unclaimed pensions, and demand for tracing pensions is growing.