Pension Review Service

Is your pension working as hard as it should be?
Experience tells us that the vast majority of people who invest their hard-earned money in a pension plan are frustrated and worried and are asking the same questions:

  • Am I wasting my money?
  • Will I have enough income in retirement?
  • How safe is my pension?
  • Can I retire when I want to?

Such is the extent of the problem we have designed and developed a specialised service called the ‘Pension Review Service’. If you answer “No” to any of the following questions, you could benefit from the ‘Pension Review Service’:

  • Does your pension accurately reflect your attitude to risk?
  • Do you review your pension fund at least once a year?
  • Do you know the level of charges on your existing pensions?

2Plan PCA Link

We offer a range of services to help you meet your investment and / retirement objectives. We provide independent investment advice as outlined within our embedded important information about our services document

If you would like an independent and objective analysis of your pension plans, contact us now for an appointment. Our initial consultation is free and without obligation.

A pension is a long-term investment. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

The value of investments can fall as well as rise and you may not get back the amount originally invested.

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