Pension Review & Transfer
What is a Pension Review?
To start your FREE pension review call 0845 519 6093 or click the link..
The Pension Review provides you with an investigation into your current pension arrangements. The review will bring together all the pertinent facts about your pension plans.
This will include current charges, investment performance, and any guarantees.
Following this investigation the review process will compare your holdings to what is currently available on the pension market. Particular attention will be made to whether your plan will likely be outperformed by any other products out there. Additionally a consolidation from several plans to a single plan may reduce fees.
The Pension Reviewer process will:
Investigate your current arrangements and review pension statements.
Obtain all up to date information from your pension company.
Assess the advantages and disadvantages of moving your pension plan(s).
Provide a written report with suggestions and the logic behind them.
Explain whether it is prudent to move your pension plan(s).
Process the pension transfer if you decide you want to proceed with the recommendations.
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.