Our FREE Pension Review Service

If you have a pension, it's very possible that you may not be getting the right performance for the hard-earned money that you have invested. Your pension is one of the most critical components of your financial future, and regular reviews are essential to ensure it remains aligned with your retirement goals.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
REVIEW PENSIONS

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 here:

GOV.UK

Our Free Pension Review Service

What is a Pension Review?

A pension review is a detailed assessment of your existing pension arrangements to ensure they are performing as expected and are still aligned with your retirement goals. It involves analysing your current pension values, investment performance, fees, and whether your pension strategy is on track to meet your retirement objectives. Regular reviews are essential to adapt to changes in your circumstances, the market, or your retirement aspirations.

Our pension review service can help you with your approach to achieving the 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.
Past performance should not be regarded as a guide to future performance.
Tax treatment varies according to individual circumstances and is subject to change.
Transferring out of a defined benefit/ final salary pension is unlikely to be in the best interest of most people.

Our Free Pension Review Service

Do you know if your Pension is on track? Get a FREE Pension Review today!

Retirement is the longest holiday of your life so you want to ensure that you review your pensions on an annual basis. 

Our service includes a free review of your pensions and includes our recommendations, if you decide to accept our recommendations a fee may be charged.

Benefits of a Pension Review

Optimising Performance: Identify opportunities to enhance the performance of your pension investments.
Understanding your Pension's Value: Gain a clear understanding of your current pension value and how it aligns with your retirement goals.
Adapting to Life Changes: Adjust your pension strategy to reflect any changes in your financial situation, health, or retirement plans.
Avoiding Unnecessary Fees: Ensure you are not overpaying on fees that could be reducing your pension's growth potential.
Whether you’re nearing retirement, have recently changed jobs, or simply haven’t reviewed your pension in a while, a review can help ensure your pension(s) on the right track.

Our Pension Review Service

At Beals Wealth Management, we offer a comprehensive Pension Review service that includes:
Thorough Assessment: We evaluate all aspects of your current pension arrangements, including the performance of your investments and the fees you are paying.
Investment Performance Analysis: We analyse the performance of your pension investments to ensure they are delivering the returns you need to meet your retirement goals.
Personalised Recommendations: Based on our analysis, we provide clear, actionable recommendations to improve your pension strategy, whether that involves adjusting your investment mix, consolidating pensions, or making additional contributions.
Ongoing Support: After the review, we offer continued support to help you implement our recommendations and monitor your pension's progress.

How our Pension Review Process works

Initial Consultation: We start with a detailed discussion of your retirement goals, existing pensions, and any concerns you may have.
Pension Analysis: Our experts conduct a comprehensive analysis of your current pension arrangements, including investment performance, fees, and growth potential.
Implementation and Monitoring: We assist you in implementing any changes and offer ongoing monitoring to ensure your pension remains aligned with your goals.
Regular reviews help keep your pension on track, ensuring it grows as planned and is ready to support your retirement lifestyle.

What is a Pension Review?

A pension review is a comprehensive assessment of your pension plans, including their performance, fees, and alignment with your retirement goals. It helps ensure you're on track to meet your retirement needs.

How often should I review my Pension?

It's advisable to review your pension at least annually or whenever there's a significant life event, like a job change, marriage, or approaching retirement. Regular reviews help you adjust contributions and investment strategies as needed.

What should I consider during a Pension Review?

During a pension review, consider your retirement goals, current fund performance, fees, investment options, risk tolerance, and whether your current plan aligns with your financial situation and retirement timeline.

What can I expect from a Pension Review?

A pension review provides a detailed assessment of your current pension arrangements, including performance, fees, and alignment with your retirement goals. 

Are there any costs involved in a Pension Review?

Costs can vary depending on the complexity of your pension arrangements. We provide a clear breakdown of any charges before proceeding with any advice or recommendations.

  • Disclaimer

    Please be advised by filling in the form below you will be contacted by telephone and email by a member of our Pension Review team. Please do not submit a form if you do not wish to be contacted.
  • We are unable to help you if you do not live in the UK currently.
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    By submitting your information you are consenting to us contacting you.
  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace.
Confused by the world of pensions? Let us help you make sense of it. Click to book a free initial call with a qualified financial adviser today!  

Our Pension Review Advisers

  • ALEX HUDSON

    Financial Planner

    CHARLES BOYD

    Financial Planner
    Chris Milczarek

    CHRIS MILCZAREK

    Financial Planner

    DEAN FERMIE

    Financial Planner

  • DANIEL PYLE

    Financial Planner

    JAMES BLACK

    Chartered Financial Planner

    JAMES GRANT

    Financial Adviser

    LIDIA HOSSELL

    Financial Planner

  • MIKE SMITH

    Financial Planner

    PAUL JANES

    Director

    TREVOR WALLBRIDGE

    Financial Adviser

    WILL ASHLEY

    Financial Planner
Looking for a Pension Specialist Financial Adviser near you? 
Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a defined benefit/ final salary pension is unlikely to be in the best interest of most people.

Why Choose Us?

Expert Guidance: Our team of experienced advisers is dedicated to providing advice that is most suitable for your individual circumstances and retirement goals.
Personalised Service: We tailor our recommendations to your specific needs, helping you make the most of your pension.
Comprehensive Pension Services: Beyond pension reviews, we offer a range of pension services to support your retirement planning, including pension transfers, consolidation, and more.
PENSION REVIEW
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

Auto enrolment, Taxation Advice including Inheritance Tax Planning, Estate Planning and Pension Tracing are not regulated by the Financial Conduct Authority.
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