Pension Review

Elmwood Financial Consulting

Starts: 01/12/2018

Expires: 31/03/2019

Pensions Review - Network Albion Members

With your authority, we are able to request the information from your pension providers. Upon receipt we would provide you a free summary of the key important information.

This is all done at our cost and with no obligation and will highlight areas that you need to be aware of. For example it will include investment performance, charges, risk level, scheme specific benefits and investment options. We would explain these with you, so that you have a full understanding of your pensions.

This would not be complex, but simple generic information; although it can be of significant value to help improve the plans. Sometimes small changes to improve your policy, when compounded until retirement can make huge differences to your retirement income.

Sometimes though the pension reviewed is not fit for purpose, perhaps with high charges, low performance, or held within an old style scheme that does not meet your needs. If your needs cannot be met by your existing schemes we can provide suitable regulated advice on how to improve. We are offering all member of Network Albion a discount of 15% on any advice fees, should you wish to proceed with us.  

I would add, that with the new pension flexible freedoms and recent changes everyone should review their pensions. Please see our Website for details.

Pension Review