Do you know how much income you will receive when you retire?

Are you happy with your current pension provider?

Are you happy with the investment performance of your pension?

Is the value of your pension down on what you have invested?

Has the investment performance of your pension being benchmarked against other pension investment managers?

Are you clear on the charges that you have on your pension?

Are you getting regular updates and feedback on your pension?

Individuals should review their pension plans regularly to avoid a shortfall on retirement and to ensure they are protected in the event of death before retirement.

As retirement draws closer, it is common to think about the pension contributions you have been making. For many, it is when they realise the importance of these contributions while, for others, it is when they realise they have not paid enough.

Ultimately, you want to know that your savings will provide you with enough income and capital once you retire. But while individuals tend to have several pension plans - provided by former employers or through their own personal pension plans - these are not always managed in the most efficient way and tend to be forgotten until they mature.

With this in mind, our pension review service will help you understand the investments within your pension scheme a little better.

The Pension Review Service is important because:

  • The charges on your plan may be TOO HIGH versus the marketplace.

  • The investment funds chosen may be UNSUITABLE for your needs.

  • You may be UNDERFUNDED for your retirement.

  • You may not be receiving the best TAX ADVICE from your Pension Plan provider.

  • It may suit you better to SWITCH your Pension Plan provider.

We will produce a report which will review the investment performance of the fund you are invested in, the current charges, the projected values and the pension you can expect in retirement.

Please contact us if you would like to discuss having a review completed on your existing pension.

 



 

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What Our Clients Say About Us

testimonial"We approached Terry at Atlantic Financial Services about our company pension scheme a number of years ago and he provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received."

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