Pension MOT

Do you need to review your pension arrangements?

Are you concerned that your pension is not performing as it should?

Have you already transferred your pension to a QROPS or SIPP and are now wondering if that was the right decision?

My pension MOT will help you answer all of these questions and more.

For a fixed, one-off fee, I will provide you with a detailed analysis of your current pension provision, including insight on:

✔️ Your current pension provider;

✔️ Your current pension investment strategy and whether it can be improved;

✔️ The management fees that you are currently paying and whether they can be reduced;

✔️ Whether you have sufficient funds or are likely to run out of money in retirement;

✔️ How much you can reasonably spend in retirement;

✔️ How to best structure your pensions for tax, growth, and income;

✔️ The timing of drawing pension funds (including any pension commencement lump sum);

✔️ Maximising State Pension benefits.

To find out more, contact me today.