Pension Review

Pension Review

Countrywide Money offers FREE of charge introduction to FCA registered IFA’s [Independent Financial Adviser’s] who are pension specialists to help you review and potentially boost your income in retirement. They will look at the effect of pension charges on your funds, and see if you can benefit from transferring to a more competitively charged plan. The result could be more money in your pension when you come to retire - without contributing a penny more!
 

First Steps

You are likely to be eligible for a review if you have paid into pensions in the past or are still doing so now, or even if you have contracted out of SERPS. In order for us to see if we can help, we need to speak to you on the phone to find out about your existing pension arrangements.

To arrange your NO COST, NO OBLIGATION Pension Review either give us a ring on the number above or complete the Call Back form and we will ring you.

Alternatively, to commence the process yourself, complete our Pension Review Online Form, which you can post (or scan and email) back to enable us to start your review immediately.
 

A Pension Review in 3 Easy Steps


 

What is a Pension Review?

Once your existing pensions have been identified and valued, the review will provide you with a comparison of your potential fund values at retirement.

All pension providers charge for their services, but their charges can vary widely. This is often because some providers have made use of new technology and changes in pension legislation, allowing them to offer pension plans at a reduced cost.

Transferring to a pension plan which benefits from lower charges could mean there is more money in your fund at retirement. Your pension review will take account of all the following factors:

  • The Charges
  • The Investment Options Available
  • The Administration and Support Provided
  • Your Attitude to Risk

We do not provide pension advice ourselves, but we can refer you to a pension IFA who specialises in this area. Recent changes in pension SERPS rules can also be considered if you have contracted out.
 

Want to know more? Request your FREE, no obligation pension review now!

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