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PENSION REVIEW

Pensions & Retirement

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The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning

The value of investments and any income from them may go down as well as up. You may not get back all of your original investment. You should not make any assumptions about the potential income, growth or returns based on anything included within this website.

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Registered Address: 1st Floor, 351-353 Newmarket Road, Cambridge, CB5 8JG     The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK

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Regular health reviews on your pension plans.

When was the last time that 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 and even find that your pension will not provide you with the comfortable retirement you are 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 an old employer, pension reviews can be very 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 to your pension value.

 

Many people pay into pensions for years but have no idea how hard their money is working for them. Some clients are not even sure what sort of products they have and the element of risk associated with the plan. Our partners will provide an impartial assessment of your pension products and advise you in plain jargon free terms, exactly where you stand and how your plans are performing.