Pension Review

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

What's Included?

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.
Find Your Lost Pension

Contact Us

Freephone: 03300 538 618


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. is a trading style 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
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