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Pension review – when is the best time?

If you can answer ‘yes’ to all of the following, you can put off your pension review to a later date!

  1. Do you know what your pension plans are currently worth? YES/NO
  2. Do you know what your pension fund is invested in? YES/NO
  3. Do you know how well (or not) your pension investments are performing? YES/NO
  4. Do you know what your pensions will provide when you retire? YES/NO
  5. Could you afford to live on the flat rate state pension of £155.65 per week YES/NO

If you answer ‘no’ to any one of these questions, the best time to start a pension review is now. In fact, you cannot afford to delay!

Call 01244 347583 to book your free consultation. We are available at times to suit you and have the experience and the high-quality independent financial advisers and pension specialists to help you.

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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