Pensions

Do you review your pensions?

Pensions provide much of the money we have to live on when we retire, but there is a lot more to it than simply contributing regularly to a scheme.


Our goals, lives, and financial markets all change, so a regular pension check with a professional is vital to ensure our pension continues to perform well so we have enough money to retire on and can enjoy a good standard of living.


Despite paying into them for a long time, many of us do not regularly review our pension schemes. We work hard to fund our pensions and naturally we want the best return when we retire.  Reviewing your pensions with an FCA authorised adviser could give you a better outcome and offers some key benefits:


  • Get to know your retirement savings
  • Understand your retirement options
  • Identify alternative pension schemes
  • Ensure you are saving enough
  • Don’t pay more in charges than needed
  • Manage you attitude to risk


To book a no-obligation review of your pensions savings just complete the form for a call back.

Make an enquiry...

Financial Planning

What happens in a review?

Whilst pensions can be complicated and full of jargon, a pension review should be anything but. A good pension adviser will conduct an in-depth review of your current pension plans to determine their performance, fees you’re paying and whether they match your attitude to risk. Fact find completed, they will recommend an appropriate strategy, this could include switching providers, consolidating multiple pensions, or telling you to stay just where you are.

How often should I review?

Reviewing your pension every year is a good rule of thumb, think of it as an MOT for your retirement savings! Even though pensions are a long-term investment they need regular checks to ensure they are on track. The review will take account of any change to your future plans and can also update you on any new products which might offer your savings a boost.

Get started today...

Arranging a pension review is an easy thing to tick off the list, and once completed will give you real peace of mind. We work with Penguin Wealth who offer a no-obligation initial consultation.


To find out more just complete the form at the top of the page for a call back.

Disclaimer

Age Connects Morgannwg is acting as an introducer to companies who offer financial advice. Companies we introduce to are authorised and regulated by the Financial Conduct Authority and are listed on our privacy policy. Age Connects Morgannwg are not authorised to give any advice and we are not liable for any financial advice provided by/or obtained through a third party.

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