Pensions Transfer Analysis

Are your pension plans up to date?

Click here to see a leaflet on why you should review your pension plans.

A significant proportion of the pension plans held are either obsolete, or will become so by April 2006.

The purpose of the Pension Transfer Analysis service is to review your existing plans to ensure that you are getting the best out of your funds. Pensions have moved on since 2001, and the chances are that if you have a pension that was taken out before this time, you are being over charged compared to modern schemes.

We often find that simply by switching providers clients can increase their retirement income by up to 30%.

The Pension Transfer Analysis examines the following areas:

Examination of the type of pensions held
To determine whether you would be better moving to a different pension type.

Review of the charges under your schemes
An individual examination of your existing plans to see whether you would save money, and earn more income from switching providers.

Review of product features
As products change, you may find that by switching you can gain better flexibility and more features. Also, your needs and goals may change, meaning that a new product may now be more suitable for you.

Progress towards goals
Analysis of the likely outcome of current savings levels compared to your future income needs in retirement.

Click here to find download a leaflet on this service.

Click here to see our leaflets on pensions.

Click here to find out more about pensions.

Click here to contact us about the pensions transfer analysis report.