Pension Review
Many people over the years build up a number of pensions with different providers, leave company pensions behind, stop and start plans and simply lose track of their pension\retirement planning. We find that many people are unclear as to what the likely benefits from these plans will be.
As part of our service we are able to analyse all of your pensions so you are able to make an informed decison as to what to do with them.
We usePension Profiling software to help us advise you whether your current pension provider is the correct one for you, or whetheryour objectives could befulfilled better with a different pension provider. Should you stay where you are or transfer? The software enables to look at each of your pension plans and:
1. Compare Charges
Compare the charges of the existing pension plan with all the major products available in the market today. We are able to calculate if your existing pension providers charges are higher than those obtainable in the market place.
2. Fund Performance
Compare the fund performance of where your money is currently invested against the sector you are in, and also against a portfolio that may suit your attitude to investment better.
3. Client Friendly Report
We produce a client friendly report which clearly lays out the issues and enables you to make a very informed decision.
Example of a Pension Profiling Report
Retirement Options
You have worked hard all your life and it is now time to decide how you arrange your retirment income from the funds you have saved. There are many options but the main ones are:
It is very important to get this decison right and our professional help will be invaluable when making this decision. What you do now will affect your income for the rest of your life.