Pension Performance Review - Turbo Charge your Investment Returns
How does it work?
In recent years millions of people have been hit by the ‘pension’s crisis,’ with a substantial proportion of pension funds dramatically under-performing. Returns on investments have fallen far short of expectations and requirements on retirement, with most people having no idea until it is too late…
The personal consequences of an under-performing pension can be devastating. Imagine retiring and finally having the time to indulge your passions and interests, only to find that you do not have the money to fund your plans and do the things you dreamed of, or even maintain your current lifestyle.
To avoid succombing to the under-performing pension crisis and ensure that your pension will generate enough income to fund your retirement, it is worth seeking the help of an Independent Financial Advisor. OK, so we would say that wouldn’t we! But seriously, as IFA’s we can review your existing arrangements and make independent recommendations to pre-empt any future issues.
At Collingwood Mourton Associates we have identified three main reasons for your pension under-performing;
- 1. Your funds have not been actively monitored by a financial advisor.
- 2. Your pension fund is unbalanced because too much is invested in one fund or the same assets.
- 3. You are not getting value for money because you have been over-charged for the administration of your plan.
We can take the stress out of your retirement planning and help you make sense of your finances by;
- analysing the performance of your current plan
- providing you with accurate projections
- simplifying your arrangements by amalgamating your various pensions with one company
- ensuring your contributions are not swallowed up by unnecessary administration charges
- providing you with a range of investment choices
- carrying out regular reviews to maximise your funds performance
We aim to ensure that you don’t fall into the under-performing pensions trap, but can rest easy in the knowledge that you will have the opportunity, and the money, to enjoy the fruits of your labour when you retire.
How much does it cost?
In order to receive a totally independent assessment of your pensions in a full report, with our recommendations, we ask for a small investment of £249. If we agree it is in your best interests to move your pension(s) to a more suitable pension provider this fee will be refunded to you.
The Way Forward
Please telephone us to arrange a free exploratory meeting, or complete the form at the bottom of this page.