Free Pension Review

Free Pension Review – Pensionfinder








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Free Pension Review

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  • For – setting up a new pension, reviewing your pension, approaching retirement, looking into auto enrolment, and buying your annuity or entering income drawdown

    Annuities: Immediate Vesting Personal Pension Plan (IVPPP) – Compulsory Purchase Annuity (CPA) – Purchased Life Annuity (PLA)

    Free online quotes available to source the products and providers with the best rates and deals.

    The 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 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).
    ● Feed into the paperwork process if you decide you want to proceed with the recommendations.