You are currently NOT logged in.
Free pension review
How it works
Firstly we need to get detailed information about your current plans so that we can assess them. We request this information directly from your existing pension provider and they are obliged to supply it to us.
They will need your permission to release the information to us, which is obtained by a ‘letter of authority’ which you complete and sign.
We will then ask you for some basic information about your financial circumstances and request that you to complete our risk profiling questionnaire.
Detailed analysis will then be conducted on your plans by a qualified pension transfer adviser and an easy to read report prepared for you with a recommendation to either transfer or not, along with the relevant analysis.
You may then review the report and decide whether you wish to transfer your pension or not. If you do then we will arrange all of the paperwork for you and deal with the transfer from start to finish.
If you don’t then you have no obligation at all and you may keep the report for future prosperity!
If you have an old or frozen pension plan then you should have it reviewed by the qualified experts.
You may be able to:
- Increase the value of your pension
- Unlock your pension
- Consolidate your plans
- Save Łthousands in pension charges
- Access better performing funds
- Release tax free cash from your plan
- Receive an immediate income
