Find out with a free initial review
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Nobody wants to worry about their retirement; it’s a time you should look forward to, knowing you have enough saved to enjoy the life you want.
Are you pension savvy?
Pension savings play a major part in achieving the dream retirement so it is vital to ensure your pension savings are performing well. Millions of people across the UK are not aware of how many pensions they have, let alone their performance or potential value.
An underperforming pension pot will leave you with much less for retirement than you expected. Sometimes even pots performing well can deliver less than you thought due to high charges and administration fees. It also surprising easy to lose track of pensions you have paid into with an estimated £400 million in pension pots currently unclaimed.
Why review your pension?
A free no-obligation pension review arranged by Precision Financial will help you avoid the pitfalls of underperforming pots, high charges and missing pensions. You’ll also gain important information about recent pension freedoms such as the 25% tax free drawdown, the importance of guidance and if your provider allows you to benefit from these changes.
We will appoint a pension expert to conduct your review. They will assess your current investments, analyse your situation and give you an indication of what you can expect as a retirement fund. If your adviser believes your investments could be a achieving a better return they will present you with fully costed recommendations for you to consider.
The benefits of a pension review
- Pension funds can be moved to a better performing fund
- Realise a larger pot of money for retirement
- Regain control over your pension
- Reduced pension fees
- Combine pensions into one fund
- Identify any lost or preserved pensions
- Know how much you’ll have to retire on
Don’t delay, take control of your future by booking a pension review