NO PENSION IN PLACE?
If you do not have any pension provision in place, we can help you find a suitable scheme with the flexibility and options you require. We can help you select a suitable provider from the many schemes available, and also help you decide how much you should be contributing to your new pension each month.
We deal with all paperwork on your behalf and ensure that you are kept fully informed throughout the setup process. The whole process can be conducted face to face, or we can send forms etc via email to speed things up if this is more convenient.
WHAT HAPPENS WHEN YOUR PENSION HAS BEEN SET UP?
Once the pension has been set up, we report half yearly with information concerning fund performance, and also email updated projections so you are constantly updated as to how your pensions are performing and what to expect in terms of income and/or lump sum when you retire.
Charges for this service depend on the complexity of your arrangements, we would normally take a fee of 0.5% of the pension funds per annum to cover the cost of providing our ongoing review service and keeping you fully up to date.
We can provide help and assistance with all your pension issues, including those relating to Personal Pension, Group Pensions, Company schemes, SIPPs, SSASs, Income Drawdown, tax free cash queries, annuities and any other pension related matter.
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