Pension Reviews

Pension Review Service

Our Pension Review Service could help you keep your retirement planning on track. We would take a comprehensive look at what provisions you currently have and consider how they fit with where you want to be.

We would also review how well your existing Pension funds have performed, and consider if these funds mirror your current ‘Attitude to Risk’.

It may be that your current funds have not performed up to the level that you had expected or that your existing provider charges are higher than other providers. This could be adversely affecting your potential benefits at retirement, we will review this for you – and then, if appropriate, suggest the best options for you.

The ‘Financial Conduct Authority’, who regulate Pensions advice, recommend that all existing Pensions are reviewed regularly (i.e. a minimum of bi-annually), to ensure they remain on track. Often any potential Pension shortfall identified can be reduced or cleared by saving charges on your current plan/s or investing in funds which perform better than those of your existing plan.

Once we have reviewed your plans, we would automatically update you on the progress of your contracts on an annual basis, therefore, saving you precious time in completing further reviews.

Why not contact us for all your ’Pension Advice’ requirements

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Grange Financial (Sussex) Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk. Details can be found at https://register.fca.org.uk/ under reference number 229110. Grange Financial (Sussex) Ltd is registered in England, no. 4502151. Registered office 88 Boundary Road, Hove, East Sussex, BN3 7GA.