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PENSION REVIEW

There is probably nothing more important than having the peace of mind that you can enjoy a financially comfortable retirement – after all, you have worked hard all your life so you can make the most of your retirement and live the life you want to live.

But, how do you know if your pension savings are working well for you, so that you can have the retirement you have planned? Stop and consider:

• Is your pension fund still performing as you had expected?
• Is your pension scheme provider charging you high fees that are eating in to your pensions savings?
• Should you transfer your pension to another scheme?
• Have your personal circumstances or priorities changed?
• When was the last time you reviewed your pension arrangements?

If you haven’t revisited your pension arrangements recently, then a pension review can show you whether you are still on track for the future you have planned. It can highlight potential opportunities for increasing your income, reducing risk and minimising tax liabilities.

Pension review service

At Independent Pension Specialists Limited (IPSL), we are specialists in the field of retirement planning and pensions. Our Pension Review service can help you to make the most of your retirement provision either before, or at the time of, taking benefits (also known as vesting).

We will look at your current pension arrangements and their performance, compare pension options if applicable, and highlight where income could be maximised.

We will work with you to establish your objectives and priorities and show you how to structure (or re-structure) your pension arrangements so that your investment is working as hard for you as it can be.
With our Independent Pension Specialists Limited Pension Review service, we’ll also show you how to protect the assets you have built up to ensure that as much of your wealth as possible is passed on to your loved ones.

Your pension, your life and our independent advice

Getting the most appropriate financial advice can literally change people’s lives. This is what we are all about at IPSL - providing independent retirement planning advice when you need it, whether this be many years ahead of your actual retirement, approaching retirement, or at the point of drawing on your pensions.

We will work with you to make the most of whatever pension arrangements you may have and in the process, give you the peace of mind that will enable you to have the retirement you deserve and hopefully to live the life you want to lead.

Remember it’s Your Pension, Your Life, Our Independent Advice. Please call us on 01622 238000 if you wish to make the most out of your pension, or complete the “Contact Us” form.

 

    

Contact us
Please complete the form below for any general query.
Please enter your name.
Please enter your email.

To view our Client Privacy Statement click here