On conducting a full and detailed assessment, we provide you with a
report showing the features of your plan against your stated
objectives and needs. This will include a comparison against the
current options available to you within the marketplace.
What's covered in your assessment
How much you currently pay out in charges and admin fees.
Your pension valuations, fund performance and projected income
Check the current investment risk level is appropriate for you.
Review of existing investment solutions within your pension to
better suit your needs.
Options to protect your money from economic downturns.
Money saving solutions for multiple pensions.
Eligibility for any pension benefits with your current pension
- Better suited pensions if available.
Flexibility of current pension arrangements.
Your pension options from age 55 and at retirement.
Pensions made clear
We are not tied to and do not receive payments from any third
party providers so this allows us to conduct an assessment based
on your best interests and stated objectives.
We remove any jargon to help you make the right decisions.
We'll tell you if your pension or funds are best suited to you.
If your current pension is still suited to you - at least you’ll
have all the information and the peace of mind that it’s in the
- Our advice is no obligation.