Pension review and transfer

Do you have a number of pension plans to your name?  Many of us have pension pots we have built with one employer and then we enter a new scheme at our next job and so on.  This can lead to fragmented pension savings that may not be best suited to your future retirement plans.  We can review your pensions in light of your needs and advise you on the best course of action.


The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Why do I need a pensions review?

Most people will build up more than one pension fund over the course of their working life. Some of these policies can now be outdated, with unreasonable charges or poor investment options.  Old policies can be inflexible, unable to provide you  with the newer options available. If this is the case for you, a pension consolidation exercise can help formulate a clear and structured retirement plan based around your financial goals.

How can we help?

It is important that pension consolidation is performed by pension specialists. We have the knowledge to review and assess all your pension plans, how they function and the guarantees in place. We can then advise you on the best approach. This may include transferring some of your pension pot from one policy to another. Or we could advise a pension switch which involves moving your pension benefits from one policy to another of the same type.

With so many different pension policies out there it can be confusing. We can help review all your savings and make your retirement planning more straightforward and effective.

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