Pension Reviews

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Reviews are conducted on a regular basis for a number of reasons, such as:-

1. Charges – Am I paying too much?
2. Risk – Is my money in the correct fund?
3. Update – Are my plans in line with my current circumstances?
4. Taxes – Am I receiving the maximum tax breaks?
5. Knowledge – Technically, do I know the details of my pensions?
6. Services – Is the provider still offering me a good service?
7. Goal – Am I on target for the retirement income I want?

Ongoing Review Service

An ongoing relationship with our clients has always been integral to our business, as we believe that it can add significant value to both individuals and businesses.

Dependent upon client circumstances, the ongoing relationship may vary, but the main purpose of this is to monitor your ongoing position to ensure that the products continue to meet your requirements.

Through regular reviews, we can also develop our planning strategies over time to take into account your changing circumstances and objectives as well as developments in economic conditions, legislation (taxation etc), new ideas and financial products.

Our advice is fee based for individuals and businesses.