Why Review Your Pension?
You need to be confident that your pension will give you the income you need to maintain your lifestyle in your retirement.
Many people are not aware of how their money is invested or of the many hidden charges which eat away at your investment.
Do you know the current value of your pension, and what income it would provide you with when you retire? It is surprising how many of us don't, but help is at hand with a pension review.
Maybe you have money in a frozen company pension and you would like to know how it is performing.
If you have not had a pension review in the past 12 months please complete our form to find out your options.
The Benefits of having a Pension Review
- Do you know what the value of your pension is?
- Do you know what fees you are paying to your current pension provider?
- Do you know how and where your pension is currently invested?
- Do you know how the investments within your pension are performing?
- Do you know if your pension will provide you with the income you require after retirement?
These are important questions which need to be answered.
Dial Pensions will introduce you to suitably qualified FCA regulated Independent Financial Advisor (IFA) partner to provide you with a review of your current pension arrangements. The IFA will provide you with a full report on the make-up of the present pension arrangement(s) you have and will provide information on any unnecessary charges you may currently pay.
The review is free and there is no obligation to yourself to move or change your pension.
If the IFA cannot offer you a better investment he is duty bound to tell you.
Our goal is to ensure that you get the best advice you need to offer you the greatest understanding of your pension’s performance.
Unfortunately if you have carried out a pension review in the past 12 months we will not be able to support you with a free review
If your pension amount is under £15,000 we cannot offer you an IFA appointment.
Don’t miss out. Apply for your free review now.
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