Understanding Pensions

We know that the subject of pensions can be a tricky one for people to engage with; often because retirement always seems to be so far away that we don’t think about it until we are a “little closer”.

A little closer, however, could prove to be a little too late. It’s important that you look at retirement planning with enough time to put your plans into action and ensure you are saving enough. Ask yourself the following questions:

Are you confident that you understand your pension options?

Have you looked at your future savings strategy and the options open to you?

Have you even reviewed your retirement planning recently, particularly in the light of the changes to pension legislation in April 2015?

If the answer is, “no” to just one of the above questions, then you may want to consider a pension review. A meeting with one of our consultants, based across the UK, gives you the opportunity to find out about how we can help and helps us to understand how much information you already have.

One of the very first things we often find is that people don’t necessarily have their full policy details in which case we signpost you to the government website https://www.gov.uk/findlostpension. Making sure you have all the details you need means you have total clarity over your current provision which will allow you to make better decisions.

And that is our key aim. We want to ensure that everyone we meet has all the relevant, most up to date information to make informed decisions about retirement options.

To find out more about our services, just go to our home page or call us on 0800 689 3238.