The Financial Eco System
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The Opportunity
Pensions, and the way people can access the money in them, are changing radically.
UK investors have traditionally had their pensions managed by a large pension provider who often charge high annual management fees. A no obligation Pension review can help investors understand the current strategy of their pension provider, the returns being achieved, and the level of charges being levied. There are cheaper and stronger options available to 80% of pensions that are reviewed.
A no obligation Pension review includes a personalised and detailed report showing the current value of a pension, full analysis of historical performance and a projected valuation at maturity (if you decide to do nothing at all). There is also advice on the many options now available under the 2014 legislation, including tax fee draw downs.
The Numbers
25%
The percentage of a pension fund which can normally be drawn down as a taxt-free lump sum.
55
The age at which pension holders have freedom to draw down from their pension.
£0
The cost of a “no obligation” pension review from a fully regulated advisor.