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Take advantage of our FREE pension review.
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If you have an existing Premium Paying or Frozen Personal Pension, Self Invested Personal Pension, Group Personal Pension, Free Standing Additional Voluntary Contribution Plan or SERPS Plan which haven't been reviewed recently, you may not be aware that changes to pension legislation introduced could significantly benefit you.
Click here to send a no obligation enquiry to find out how you can improve your pension returns.
If your pension plan hasn't been reviewed recently then it is likely that you are paying much higher charges than are necessary for the management of your plan.
You may also benefit from a comprehensive review of the performance of your plan, as research has shown that once a pension plan has been sold it is very rare that the adviser will conduct a regular review as he or she doesn’t normally get paid to do this.
If you haven't reviewed your pension plan recently it is possible your fund is not invested in assets that match your attitude to risk.
We do not charge any up front fees for the service we provide and can arrange home visits. If we make a recommendation you decide to implement we will fully disclose all fees and charges before you proceed. If you would like an independent review of your existing plan simply Contact Us and a member of our team will be happy to discuss your individual situation.