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Reviewing Your Existing Pension Plans

Often when people come to us their retirement planning is very fragmented. They might have had several different jobs throughout their working career and have amassed a number of different pension plans, with different rules.

We will guide you through the process of finding out what your ‘pension pots’ are worth, how well they are performing and where they are invested but, more importantly, we will help you to understand what they will provide you in retirement.

Our specialist pension advisers will work with you to establish what type of pension is right for you, which providers will give you the best return on your investment and  how much you can realistically afford to contribute – even considering whether it is suitable to combine all your pension schemes in to one single retirement strategy.

As Chartered Financial Planners, Innes Reid financial advisers hold the G60 advanced pension qualification and are registered as an approved pension transfer specialist with the FCA, which means we can offer you the very best retirement planning service, carefully reviewing all aspects of your personal or company pension plans.

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk