Our Simple Process
You may think the initial FREE pension review service is a daunting one but in reality we’ve made it as simple as we could for you the client. The initial service is free but if you decide to take the advice/recommendation a fee will be incurred. Detailed below is our simple 5 step process which will give us all we need to help you secure your future.
Before we can commence your FREE initial pension review we need some information about yourself. Take a few minutes to fill in our form and we will contact you, gather the necessary details and answer any questions you may have on pensions or our company.
Once we assembled the essential information from you, we’ll send you out all the necessary forms for you to fill in. The letter of authority is the critical letter to the review as this grants us permission to talk to pension providers on your behalf.
As soon as you get the info pack, you should read through the paperwork after which sign the documentation indicated. Once signed, it is possible to send back by fax, e-mail or post.
We run through your returned paperwork before sending off to the suppliers to request the information from your pension provider. We’ll additionally provide you with a courtesy call to let you know when we expect to get the info back from your provider.
This stage of the procedure can take as we must pursue the suppliers to send the requested information through. Your info will be passed across to one of our experienced Financial Advisers who’ll call you to talk about the info and answer any questions you might have everything is received and give you some recommendations on how you can improve the performance of your funds. Don’t worry there’s no obligations its entirely up to you whether you take the advisers recommendations.
FREE PENSION REVIEW,
AND INITIAL ADVICE
Whatever your pension query we can help
We will review your current pension arrangements, taking conditions and your retirement needs into consideration, and also make recommendations to you in writing. Then you’re able to contemplate your choices with an advisor available to answer your questions, before making a decision.