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
Personal Pension Information
Defined Benefit Pensions
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
Mr & Mrs L
Mr R
Mr & Mrs F