Pension Analysis ServicePensions are a long term investment, under current legislation and in most cases you will not be able to access your pension until you are 55. Pension legislation and the tax treatment of pensions money can and does change.
Recent changes in pension legislation over the last few years may have had a big impact on your final benefits.
The service we provide is to review your existing arrangements to ensure that your Pension is working for you in order to achieve your retirement goals.
As part of this service we would check the following:
- Investment Performance
- Charges
- Guaranteed Benefits
- Death Benefits
- Projected Income
Once we have collated all this information we produce a detailed report confirming your existing benefits and make recommendations for the future.