What is a pension review?
Put simply, a pension review will examine your current retirement savings to see how they are performing and how much you are paying in fees. It is quite possible that you may not be getting the best return on your hard earned pension savings. If your adviser thinks your pension is underperforming and they can improve your situation they will tell you. If they don’t think they can improve your retirement prospects you’ll be told that as well, giving you complete peace of mind. All of our initial pension reviews are completely free and without obligation so you’ve nothing to lose, but potentially a lot to gain.
The Pension Review Process
Four steps to pension happiness
The initial review will help your adviser fully understand your current financial situation and hopes for the future.
Your adviser will review your information and compare the costs and performance of your current plan against other options.
Your bespoke pension review will set out your current pension performance, future projection and provide recommendations to help achieve your retirement goals.
With advice delivered the decision on what happens next is yours. If you decide to proceed with our advice we will delighted to set out the next steps.
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What our customers think
Precision Pension Reviews is the pension arm of Precision Financial Ltd., a financial services business headquartered in South Wales and specialising in pension, mortgage and insurance services for our clients. We work only with FCA regulated financial advisers who can provide our clients with high quality pension services. Starting with a free initial review the advisers will ensure your retirement savings are working hard for you, helping you to stay in control.
We understanding that talking pensions can be a dull and sometimes confusing topic, so the adviser will make the process as straightforward as possible, allowing you to focus on the good things a healthy pension can provide. Whether it’s a pension transfer, pension freedoms or pension consolidation that you want to discuss, you’ll find the adviser knowledgeable, friendly and impartial.
The value of your pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Company Pension Schemes
- Group personal pension
- Group stakeholder pension
- Executive pension plan
- Final salary scheme
- Defined benefit scheme
- Self-administered scheme
- Group purchase scheme
- Occupational scheme
An Unrivalled Service
- Our pension advisers are FCA regulated for your complete peace of mind
- Our advisers draft personal pension plans designed to help you achieve the retirement of your dreams
- We’ll show you how your pension is performing and how much you are paying in fees
- We’ll look at all of your current pension pots to see if consolidation would be a better option
- All of our initial consultations are free and without any obligation
- We take the time to explain our advice so you get a better understanding of pension issues