What is your pension worth now and how much will be worth to in the future. Have you several different plans from different companies, we can manage these in the one place ensuring they are risk assessed, cost-effective and tax-efficient.
Providing an analysis of existing & potential Pension investments to ensure they are appropriate to your needs, risk assessed, cost effective and tax efficient. Where Retirement is looming, the various options open to you will form part of the Report.
We are committed to carefully creating a Retirement Plan to deliver the security and Financial Freedom that you deserve. Once you engage Plan Review as your financial advisor for retirement planning the follows process takes place.
The first meeting is at our expense to help you decide whether we can add value to your future. We will clearly
explain how we work, the services we offer and how we get paid. If you wish to proceed, then with your
assistance we will gather your information and discuss your priorities around your personal and business
Review Existing Arrangements
Utilising the information gathered, we will analyse your current position and assess what actions need to be
taken to ensure your goals are achieved in the most tax efficient manner.
We will provide you with our detailed Retirement Planning Report which will discuss your existing
arrangements and what needs to be in place to meet your goals. Your risk profile, current position, years to
retirement, provider preferences and value in the marketplace will all form part of the recommendations.
If following further discussion, you’re happy to proceed with our recommendations, we can begin to
implement your Retirement Planning strategy.
Ongoing Review Service
Should you choose our Ongoing Review Service this allows you to review and revise strategies as your
circumstances and objectives change as we work towards your goals.
What you get
A printed Retirement Planning Report & Recommendations is provided following an assessment of existing and potential Pension plans advising the most appropriate course of action to ensure your needs are met.