Pensions Audit / Investment Performance Review
We can provide you with a specialised Pensions Audit. Initially we will obtain a letter of authority from you allowing us to contact the relevant insurance companies on your behalf with regard to your existing arrangements with them. Once the policy information has been supplied to us, which can take up to four weeks, our Financial Planners will be able to carry out an audit on these policies, and we will contact you again to arrange a second meeting so that they may discuss their findings with you in more detail.
Please be assured that this meeting is totally at our expense and absolutely without obligation, as we will not be asking you to make any decisions at the first meeting. Reviewing your financial arrangements is crucial at present and at no time in recent history has this been more important than now.
Should you have any social, ethical, environmental or religious considerations that you would like us to take into account, should you engage with us, please do not hesitate to let us know?
- Do you know how well your pension plan is performing?
- Is your pension plan in line with your correct risk profile?
- Do you know what charges are currently being taken out of your pension plan?
- Is your pension plan actively monitored by a Financial Planner?
If the answer to any of the above questions is no, you may benefit from our Pension and Investment Performance Review service, please click in the link below for more details.