Perhaps you have a personal pension and have been saving for many years, but do you really know your pension value? Or what it will mean to you and your family when you retire?
Our FREE pension valuation service will show you the value of your pension. We will put your existing pension through its paces and if it isn’t performing well enough or your costs are too high, we will tell you. We will also tell you if you will benefit from moving your pension to another provider – and if so we can move it on your behalf.
Pensions can be quite complicated, but we aim to make the process of valuing your pension very simple. We’ll spend the next few minutes together, and ask you to give us some very basic information about you and your pension.
Complete the form opposite to start your FREE pension valuation»
What happens next? Once we have received your online enquiry we will post a Letter of Authority for you to sign and return. We will use this letter to contact your current pension company, collecting all the information we need.
We will email to let you know when we have received your letter. It can normally take up to six weeks for the various pension companies to get back to us with your information, and once they do, you can expect to hear from us again to let you know we are ready to begin your pension analysis.