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pension funds
Prices, performance charts and financial tools to help with your research
Pension Advice
The service includes:
- Review of your current pension arrangements
- Testing your existing pensions against the lifetime limit
- Recommending contribution levels
- Review of tax free cash, death benefits, any guaranteed benefits, transfer values (where appropriate)
- Platform selection (e.g. Personal Pension, SIPP, SSAS)
- Portfolio construction, using a clear and transparent asset allocation model, based on your objectives and attitude to risk
- Annual pension review, including performance against objectives, and risk profile.
- Advice on retirement options and taking the benefits (annuities, unsecured income, phased retirement, alternatively secured pension)
- Unlimited contact by phone, e-mail, and letter.
- Valuations at any time on request.
There is normally an initial fee for setting up an investment or pension portfolio plus an annualcharge for ongoing advice. There may also be other costs associated with your portfolio depending on the underlying investments and investment vehicles used.All charges will be agreed with you at the point of initial advice.
Full details of all of the services provided can be found within our client agreement and service proposition. These can be found in the legal section of this site.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.