Pension Review


Regular health reviews on your pension plans.

When was the last time you checked how your pension is performing? If you don’t carry out regular reviews on the performance of your pension you could be losing out. You might even discover that your pension scheme is no longer able to provide you with the comfortable retirement you were looking forward to.

If you are currently contributing to a personal pension scheme or have previously contributed to either a personal pension or even a money purchase scheme offered by a previous employer, a pension review can be extremely worthwhile. One factor to look at when reviewing pensions are the charges involved. Charges on some “older style” plans are much higher than their modern equivalent, so having a pension review will reveal what effect these charges are having on your pension value.

Many people pay into pensions for years but have no idea how hard their money is working for them. Some clients aren’t even sure what type products they have and the element of risk associated with them. We provide an impartial assessment of your pension products and advise you in plain jargon-free terms – exactly where you stand and how your pension is performing.

If we find your plan is meeting your current requirements and performing well, it may well be a case of staying as you are. However, if we feel you may benefit financially by transferring your pension to another provider, we’ll recommend a more suitable product, explain clearly the benefits and options, and help you make an informed decision.

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