NO MORE PENSION TENSION!
Admittedly pensions are not the most interesting of topics, but they are something we all need to address sooner rather than later. Have you thought about saving for your retirement only to be turned off by the jargon, paperwork and charges? A quick review of the facts from us could leave you pleasantly surprised; you could dispel your pension tension with informative and factual advice explained in a personal and friendly way!
The pension market and laws are changing all of the time, but few of us have the time and expertise to find out how they are affected. Keeping your pension plan under constant review is vital if you want to be on track for a secure financial future. We can ease the worry of pensions by taking away the boring bits. For example, we can:
- Obtain a State Pension Forecast for you now, to provide you with an estimated amount of State Pension that you may get when you reach retirement age. Just click the 'State Pension Forecast' link on the right, print complete and return to us, and we will call you with the outcome.
- Explain to you what all the old paperwork from past pension schemes actually means and ensure that these plans are working for you and not the insurance company.
- Conduct a check-up on any pension plan that hasn't been reviewed for 12 months (or even years!). (just click the 'Letter of Authority' link on the right; complete the details and return it to us; and we will provide you with a free independent review of your pension plan(s) - you will need to complete one form per plan, if you have more than one, you would like us to review.)
- Provide you with the best advice on planning a secure retirement.