PENSION REVIEW SERVICE
Our full INDEPENDENT pension review service looks at all your existing pensions and plans for retirement, and reviews them individually to check a number of issues which may be relevant, such as charges, performance, flexibility etc.
We will then provide an aggregated projection of all your pensions so you will know exactly what to expect when you retire. We will also advise on other options such as income drawdown, early release of tax free cash, the benefits or otherwise of merging older pensions into one larger new arrangement, options available via final salary schemes etc.
ONGOING PENSION REVIEWS
Many of our clients choose to appoint us to manage their pension portfolios on an ongoing basis - we report half yearly with information concerning fund performance, and also email updated projections so you are constantly updated as to how your pensions are performing and what to expect in terms of income and/or lump sum when you retire.
Charges for this service depend on the complexity of your arrangements, but our average fees are based on 3% of total funds for the initial review, plus 0.5% per annum for our ongoing review service.
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