ARE YOU SAVING ENOUGH FOR YOUR RETIREMENT?

Our pension review service is designed to provide you with the answer to this question. It will give you the opportunity to do something about your retirement now while there is time to make a difference. Here's what we will do.

HAVE A CHAT

We will talk to you about your future retirement plans, your hopes, dreams and aspirations and discuss any concerns you may have in your current planning.

EXISTING ARRANGEMENTS

We will contact and speak to your current pension providers and apply for your state pension forecast on your behalf, to save you the time and bother. 

CREATE A PLAN

Where necessary, provide you with a financial plan and recommend changes to  improve your pension position towards achieving your retirement goals.

HOW YOU WILL BENEFIT

We want to help you achieve your retirement goals.

BETTER PERFORMANCE

You could obtain better performance from your pension funds increasing the size of your funds.

REDUCED CHARGES

By reducing the charges of your plan this means there is more money left in your fund to benefit from future growth.

MORE FLEXIBILITY

Greater flexibility in how you can access your pension funds to suit your future spending needs.

WHAT DO OUR CLIENT'S SAY ABOUT OUR REVIEW

I had lots of different pensions from various employers which in isolation looked quiet poor. Tim was able to put a cash value on these pensions which was in excess of my expectations. He then reinvested these funds in a flexible pension product which allows me to exercise the new pension freedom’s on my retirement.  So far so good I now know what my pension pot is worth and am emotionally reattached to the monies it represents. Tim has been professional and shown an in depth knowledge of the industry.

Richard C, Swindon - Client Since December 2015
A pension is a long-term investment which cannot normally be accessed until you reach 55. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.