The pension review process

To start your FREE pension review call 0845 519 6093 or click the link..

We will carry out a full and detailed pension review which covers your current provider’s product charges, investment performance of your current fund options, the full range of fund options, flexibility of terms, financial strength of the provider, and on going policy administration.

Investment performance is very complicated. We believe the best guide to the future is top quartile performance (top 25% of peer group funds) over key investment terms of 1, 2, 3, 4 and 5 years.

We look at each year in isolation (discreet performance) rather than over blocks of years (cumulative performance) because the latter hides bad years. We want a smooth ride for our clients, not funds up one year and down the next. Highly respected third party ratings are also used to endorse good funds.

The resultant report to you will place your pension product within the market in terms of charges and performance, and we will also provide you with a projected benefit statement for your chosen retirement age.

The advice will be to either.

Retaining your current provider, contact and fund options.

Retaining your current provider, changing contracts and or pension fund options.

Transferring your pension to a new provider, contract and fund options.

I would like a FREE pension review please

Excellent! You can contact one of the pension review teams in on of two ways either call our pension review helpline on 0845 519 6093 and ask for a “free pension review” or you can alternatively complete our online pension review form and one of the pension review team will call you back to discuss your pension review.

Our experienced advisors will talk you through your pension review step by step to establish the relevant information they need to process your pension review, the telephone call should only take 10 minutes and then they will go away to review your pension.