Pension Review Process

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Pension Review Process

The Pension Review Process

Pension Watch reports are conducted by an Independent Financial Advisor. We contact your pension providers and obtain all the relevant information about your existing pension arrangements, including details of the charges and investment performance. This information will be compared to what is currently available within today’s Independent Pension Market place.

Taking into account your personal views, concerns, attitudes and aspirations a tailored Review and Recommendation Pension Report will be produced and posted to you.

It may be that our recommendations are to stay with your existing scheme and or make certain changes to the schemes you already have, if so then you will be told how and why. If we recommend that you are to move your scheme you will be told why and where the adviser believes you should move it to.

The report will include information about the following:

The charges your provider takes from your contributions or fund.

The diversification of the funds into which you have invested (we try to ensure your not putting all your investment eggs in one basket).

The performance of the funds you are currently investing in.

The range of funds available for you to invest into and their performance,

Your attitude to investment risk.

How much income you are forecast to receive at your stated retirement age.

What on going management is necessary to ensure that your pension continues to meet your needs.

Many people have contributed to several schemes during their working life, rest assured each one will be reviewed separately and any recommendations will cover each individual policy but still view your pensions savings as a whole.

Once you have received your Free, Independent, No Obligation Pension Review and Recommendation report you will be contacted by an Independent Financial Advisor who will discuss the findings of the report with you and answer any questions you may have.

Again, let me assure you that NO CHARGE will be made for this Free, Independent, No Obligation, Pension Report.

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NO INVESTMENT DECISION SHOULD BE TAKEN BASED ON THE CONTENT OF THIS SITE. ALWAYS TAKE FULL INDIVIDUAL ADVICE FIRST. THE REGULATIONS GOVERNING TAX RATES AND INVESTMENTS MAY CHANGE IN THE FUTURE.

Pension Watch is a trading style of MJD Financial Services Ltd Limited who are Appointed Representatives of Financial Ltd which is authorised and regulated by the Financial Services Authority. You can find us on the Financial Services Authority Register by visiting http://www.fsa.gov.uk/register/home.do and entering our company reference number 513103 .The guidance contained within this website is subject to the UK regulatory regime, and is targeted at consumers based in the UK.

MJD Financial Services Ltd, The Innovation Foum, Salford Univeristy Business Park, Frederick Rd, Manchester M6 6FP. Registered in England & Wales 7058397