Pension Review Service

Are your present pension contracts sufficient to satisfy your pension aims?

Our Pension Review Service analyses your existing pensions on a contract by contract basis, looking at a number of crucial issues. These include:

• Do your present pension contracts and funds provide you with sufficient investment diversification.
• Is the charging structure competitive? Many historic plans have higher charges than plans available today.
• What are the penalties for transferring the pension funds?
• Are there any guaranteed annuity rates or growth rates provided within the contract?

After examination of these issues we will report to you on each contract and recommend a strategy for ongoing accumulation.