Thank you for your enquiry…
We want first and foremost to help you understand the retirement planning market, both the value of the products and the common pitfalls. At least then you can be sure you are making an informed decision when choosing the most suitable options.
As a financial product which you will rely on to provide you with an income at retirement it is important to get it right from the outset.
Step 1: Call to run through your options…
One of our Pension experts will call you shortly to run through both your current pension arrangements and your personal circumstances.
There are a number of nuances with the different pension arrangements so part of this call will be an education process as to what to expect, the various options that will be available to you and any potential limitations.
Going to Market
After an initial call to better understand the situation we should be in a position to speak with your incumbent provider(s) and collate the information on your current arrangements.
Your recommendation report..
Once all the information has been received back from the providers your expert will compile a short report detailing the your current arrangements, their funds, charges and our recommendation.
With this information to hand you should be in a good position to make an informed decision as to how you would like to move forward.