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This is where a pension advisor can help. Even if you can’t find your paperwork, our local pensions experts are ready to help you save money with guidance tailored for your situation. No matter how complex your current arrangements, get in touch today to make sure you’re not losing money through bad investments and fees.
If you’re looking for comprehensive advice, a pension advisor is definitely worth it. The help they will be able to give you is unparalleled.
You need to bring any investment plan statements, mortgage and debt statements, payslips and tax returns that you have.
The standard is once a year, but it does depend on your situation.
If you’re looking to cash in a defined contribution pension that’s worth over £30,000, you legally have to seek pension advice. However, it’s always good to meet with a pension advisor to get expert advice regardless.
These questions are a good starting point:
The short answer is yes. There are many different ways you can do this, so make sure to ask your advisor about what’s best for you.
Advisors will typically charge between 0.5%-2% of the asset in question. Your advisor will always be up front and honest about their fees, so there won’t be any nasty surprises later. There is no fee for your Pension Review.
We’ll use this information to match you with a local Approved Adviser with the right experience to help. The Adviser will contact you directly. Your initial consultation is free with no obligation.