Tools
Pension Review
Get a comprehensive, independent review of your pension. Understand what you have, what it could be worth, and what your options are at retirement.
How it works
From submission to personalised recommendation in three simple steps
1. Submit your letter of authority
Sign a simple letter of authority so we can contact your pension provider on your behalf no chasing, no paperwork headaches.
2. We contact your scheme
We request all the information we need directly from your provider current value, charges, investment options, and any guarantees attached to your plan.
3. We handle everything
Your dedicated adviser reviews the findings, prepares a personalised recommendation, and walks you through your options you just make the decision.
What we review
A clear picture of what your pension is doing now
As part of the free review, we'll identify any valuable benefits or guarantees attached to your existing pension, as well as any charges that may apply. All of this will be carefully considered when making a recommendation, which may even be to stay where you are.
Many people discover that their pension hasn't been reviewed for years, or that old workplace pensions are stuck in default funds that don't match their financial goals or risk appetite.
What we review:
Fees and charges you might be paying.
Whether your pension is invested at the right level of risk for you.
If your money is sitting in an outdated or under-performing fund.
Whether there may be opportunities for long-term growth.
Start your free pension review
We'll gather the details, review charges, investment positioning, and any valuable benefits, then help you understand whether action is needed or whether staying put is the right outcome.
FAQ's
Common questions about pension reviews