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The Pension Review service is designed to provide you with information about your current pension arrangements, to help you to decide whether you need financial advice.
The information provided typically includes:
State Pension Forecast Information
- Age of Eligibility
- Value of benefits up to previous tax year
- Number of years additional contributions to maximum benefit
Personal Pension Information
- Date of Commencement
- Date of Leaving
- Contribution Level
- Employer Contribution/Employee Contribution
- Value
- Transfer Value
- Death Benefits
- Other Features
- Projections to State Retirement Age
- Details of Funds
- Charges
- Details of any guarantees or other benefits
- Whether partial transfers are accepted
Defined Benefit Pensions
- Date of Commencement
- Date of Leaving
- Statement of Entitlement
- Deferred Benefits
- Early Retirement Factors
- Death Benefits
- Other Features
- Scheme Funding Status
- Details of any guarantees or other benefits
- Whether partial transfers are accepted
This information is provided in a Pension Summary document and provides you with information which allows you to decide whether you need advice about your pensions or not.
No Advice is provided at this stage.
We will also provide you with our Private Client Agreement, which includes a copy of our Fair Processing Notice and details of our terms and conditions.
Once the information has been provided and discussed, you are left to decide whether you want to proceed with advice or not.
Awards and Accreditations
The representative was very good and we were happy with the meeting.
Mr & Mrs B
We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.
Mr & Mrs P
The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.
Mr & Mrs W