Online Pension Review
Our initial, no obligation free pension review is designed to tell you what’s not working for you as well as what’s working well.
A refreshing review
We know peace of mind is priceless when it comes to your pension.
An underperforming pension pot could leave you with less than you expected and high charges could see your painstaking savings slip away. Our free pension review will remove any nasty surprises or furrowed brow moments (you know the ones) regarding your retirement. We’ll talk openly about the rewards as well as the risks. If we can give you a level of flexibility and control that would make your yoga instructor proud, we’ll be happy to do so. And if you’re doing just fine without us, we’ll tell you that too.
Take the first step today. Complete your details and one of our team will call you back to arrange a convenient date and time for your online review.
You don't need to lift a finger.
We know how hectic daily life can be.
Step 1 – Set a date and time for us to discuss your current situation and your plans for the future. We use a simple online video conferencing tool called Zoom. It’s similar to Facetime and Skype.
Step 2 – We’ll approach your existing provider, gather all the details and analyse your situation. We’ll then agree on a date and time to meet again.
Step 3 – During our follow up online meeting we will talk through your options and happily answer any questions.
That’s it – if you would like to go further that’s great, we can discuss costs and timescales. If not that’s fine also, there is no cost or obligation. Just keep the information we provide for future financial comfort. We all need a bit of that sometimes.
Arguably, not many things are more important than approaching your retirement with confidence. However uncertain you may be about your current pension savings, a little clarity could go a long way in preparing for the future you want.
Ready to talk?
You can give our financial advisors a call, send us an email or arrange for us to call you.