Phone Yash Tosar:
01908-523-420
11 Furzton Lake
Shirwell Crescent
Milton Keynes MK4 1GA
What is a Pension Audit?
A pension audit is a detailed look at a person's pension, and takes into account its current value, the person's current financial situation, stage of life, future lifestyle expectations and ambitions. Life time cashflow planning is incorporated.
A pension audit must be conducted by an experienced IFA with extensive pensions experience.
Who Needs a Pension Audit?
Anybody who hasn't had a thorough investment strategy review in the last 5 years. Expert UK pension advice is especially urgent for people approaching retirement age
Anybody nearing age 50 should at least consider accessing their pension cash. An audit is a useful way to look at what is likely to be available, the various alternatives, and the tax implications of those alternatives.
The current investment climate also provides a need to revisit the investment strategy currently in place in a person's pension scheme. The challenging economic environment presents some unique opportunities, and the astute investor is wise to give these serious consideration.
New Pension Opportunities
If a pension hasn't been reviewed for some considerable time, it's highly likely recent changes in the pension market means there are far better products available. A pension audit can highlight the significant cost savings that are available, and more flexible investment strategies that can be taken advantage of.
Get Your Free Pension Audit
I'm so passionate about what's happening to pension cash in the UK, I'm offering a free pension audit. It's the best way to find out what your best option is. You and I can even do this over the phone.
Dial 01908-523-420 now, and ask about your pension audit. Or fill out the form below, and ask me to phone you back.