Pension Healthcheck

How we can help:

First place you should look

All providers available

We are totally independent

We do the paperwork for you

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It’s a complicated subject

We research your holdings for you

We help you make the right decision

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Fund switching options

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Quick Enquiry

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Brief description of enquiry

If you have a Personal Pension Plan currently that you are contributing into firstly are you happy with the plan itself meaning the provider plan fees and charges. Do you know what funds you are in and what return or fund growth you are receiving. Have you several Personal Pension Plans some you are paying into and some that you are not. It is quite common for people to have several pension plans that they have amassed over the years. Each pension plan has a charging structure. Therefore a service we offer with your help is to locate any of these plans that you have, find out what the charges are for the individual polices, obtain a projection of retirement benefits and then compare the figures if all of the plans were transferred into the same policy with one charging structure which could save you money. If it proves that this is the best course of action and best advice for you and your situation and you are in agreement then we will proceed with the paperwork.

 

 

 

 

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