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Do you know how your existing pension plans are performing? What level of income they will provide you with at retirement? Do you have multiple pension plans which would be easier to manage if they were consolidated into one arrangement? What level of service do you receive from your existing provider(s)? These are just some of the questions we will address at your Pension Review Service.
There are many different types of pensions including, Retirement Annuity Contracts, Personal Pensions, Stakeholder Pensions, Self Invested Personal Pensions (SIPPs), Small Self-Administered Schemes (SSASs) to name just a few. With so many different types of pensions available, it is well worth you knowing whether yours is the most appropriate for your individual circumstances.
We will analyse your existing arrangements, looking at several factors including their performance and potential for future performance, their running costs and flexibility. This will allow you to decide to remain with your existing arrangement or transfer your plan to a more favourable scheme.
As Financial Advisers, we will only recommend a pension transfer if it is in your best interests.
Request an appointment with a Financial Adviser in Buckinghamshire, Bedfordshire or Hertfordshire.
Alternatively, to discuss your circumstances with a qualified adviser now, please contact us today on 01908 260033 or request a call back using the form opposite.
Please complete the call back enquiry form below and we will be very happy to call you back and make an appointment to come and see you.