Your Current Pension SchemesFor many of our clients, gone are the days of working for the same Company for 40 years and being presented with a comfortable pension and a carriage clock! Through choice or necessity, we change jobs and with it, change pension schemes.
It is not untypical for a new client to present us with a shoe box containing paperwork relating to pension policies and schemes that they were previously a member of.
It is important to have a fully defined goal with regards to your pension planning. This will incorporate when and on how much of an income you would like to retire on. But how many of us know whether we are on target to achieve this goal?
Trinity Wealth Management can help. As part of our service to you we will go through the following process:
- Have a face to face meeting with you
- Discuss and define your retirement planning goal
- Research all your existing pension arrangements
- Compile a full report based on our findings. This will include:
- A projection forward of the potential income and tax free lump sum you are likely to receive from these arrangements at your desired retirement date
- Commentary on the suitability of each arrangement based on your goal.
- Advise on whether you are on target to achieve your goal, and if not, advise you on the most suitable option to help you achieve your goal.
- Present our findings and recommendations at a further face to face meeting.
A full review of your existing pension arrangements may well manifest the following:
- Your pension fund is sitting in poorly performing funds
- Your pension is invested in With profit funds which are with financially unstable providers
- The charges on the contracts are high
- Because of pension legislation, action needs to be taken to ensure the benefits earned on the pension are secured
If you would like your existing pensions reviewed then please click 'Contact Us' below and complete the response form.
Trinity Wealth Management Limited,
is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.
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