existing pension review
Do you:
- have an existing pension plan but are not sure how your funds are invested, and if it is the most suitable choice for you?
- have pensions from previous employments that you have lost track of, or that you would like to have consolidated with your existing plan so that you know how much you can expect to receive at retirement?
- worry that you are paying too much in pension fees and charges?
- require specific advice now that you are approaching retirement?
If you have answered yes to one or more of these questions, you really should review your pension arrangements. At Scollard Financial Services we will assist you by:
- Identifying and locating all of your pension plans from all of your previous employments
- Clearly explaining how your funds are invested and the fees and charges you are paying
- If suitable we can recommend alternative solutions to simplify and improve your pension planning, and help to maximise the benefits you will receive at retirement.
Please try our pension calculator and contact us if you would like to arrange a free, no obligation consultation to review your existing pension arrangements.