Many people have a pension plan. Some people may have many pension plans! This could be because you’ve had multiple employers over the years and each time you’ve started a position, you get a new pension plan.
Who Needs a Managed Pension?
Even if you feel you have your pension plans all in one place, do you know how they are invested? Or do you know how much you should be contributing to achieve your objectives? Do you have the right plans to meet your needs, which can change over time?
When you’re managing your own pensions, there’s a lot to keep track of. With an ever-changing environment, it can get increasingly complicated and challenging to ensure you’re getting the most out of your pension plan.
We firmly believe in working in partnership with our clients to help with pension management. We focus on understanding unique, individual requirements and tailoring our processes to keep you pensions on track. As such, we believe everyone can benefit from pension management.Contact Us
How We Work
We start by taking the time to understand you and your situation. We conduct an initial review of your pension plans and get to know you through our fact finding process. We then make some recommendations to how your pension plans should be constructed. This can include the type of pensions you should have, the investments within the plan you could make and the amount you will need to contribute to that plan.
This is a very important process as the value of investments can go down as well as up, meaning you may not get back the original amount you invested. We must understand your needs and objectives, as well as attitude to risk, so we put plans in place which are appropriate for you as an individual.
Through the ongoing advice service, we regularly review the plans you hold to make sure they are on track and to react to changes in your circumstances or the market. We actively review your investments within your pension plans and make any changes, as necessary.
Within this service, we offer an annual meeting to discuss our recommendations with you, should there be any need for changes, or to confirm why we feel the plans are still on track. Of course, if you would like to speak to us at any point, we are always available at the end of a phone, at one of our offices or via a video call.
If you’re interested in our ongoing pension management services, please get in touch today.Contact Us