Free Pension Review Report

Save £500
 

Do you know the value of your pensions, how they are performing and what charges you are paying? If not, we can provide you with a free Pension Review Report (usually £500). This report will show you the current value of all your pensions so you can take stock and see what you have. The report will also show you the returns you have been getting and the charges you are paying. We’ll also show you what you might get from your pensions in retirement. Finally, we’ll consider if there are better pensions available to get your money working harder and help you pay lower charges.
 

Save £250
 

Do you know the value of your ISAs, how they are performing and what charges you are paying? If not, we can provide you with a free ISA Review Report (usually £250). This report will show you the current value of all your ISAs so you can take stock and see what you have. The report will also show you the returns you have been getting and the charges you are paying. We’ll also consider if there are better ISAs available to get your money working harder and help you pay lower charges. 
 

Save £200
 

Almost all employers are impacted by the legislation on auto-enrolment and workplace pensions.  There are numerous requirements of the employer.  These include:

• Finding out when your staging date is
• Working out who you have to enrol
• Choosing a pension scheme
• Auto-enrolling your staff
• Demonstrating ongoing compliance

We recognise this can look a little daunting.  To help, we can provide you with a full consultation detailing what you need to do and by when.  This will include whether or not your existing employer pension scheme will meet the auto-enrolment requirements and details of any new scheme you need to setup. We’ll ensure your scheme is fully setup, compliant and effectively administered.