Pension Review

Review your pensions

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Why is a pension a pension review important?

Why is a pension review important?

It is important to have an understanding of where it is held and it's performance. We are firm believers that having ongoing reviews will insure you are getting the most out of your pension policy. Better financial solutions can help break down your current existing schemes reviewing past performance and future projections. When we are initially approached we will always go over a comprehensive fact find to ensure we meet every personal goal/need you may have when it comes to planning retirement.

Understanding your current arrangements

* What charges are you paying?
* How are the investments performing?
* How risky are these investments?
* Will I have enough in my pension at retirement?
* Am I paying an adviser who no longer services me?

One of our Financial Planners can take you through these reports and explain the current pensions, what these mean to you and what your options are. Any planning will be tailored around your current circumstances and future needs

Understanding your current arrangements

* What charges are you paying?

* How are the investments performing?

* How risky are these investments?

* Will I have enough in my pension at retirement?

* Am I paying an adviser who no longer services me?

One of our Financial Planners can take you through these reports and explain the current pensions, what these mean to you and what your options are. Any planning will be tailored around your current circumstances and future needs

Useful information

What is a pension plan Transferring your pension

Getting tax relief Types of pensions

Pension Tracing Service Is a pension really worth it?

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Independant Financial Advisers

Pension’s & Retirement planning - Pension Advice - Retirement Planning - Investment Advice
Insurances - Life Insurance & Critical illness Cover - Key Man Insurance - Income Protection
Wills & Trusts - Will Writing - Trusts writing - Estate Planning - Inheritance Tax Advice (IHT)

Millennial Wealth Ltd trading as Better Financial Solutions is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk/register). Financial Services Register No: 914746 Registered Address: Pinnacle House, 34 Newark Road, Peterborough, PE1 5YD. Registered in England & Wales, No. 11557299.

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