Benefits of Having a no Obligation Pension Review

/Benefits of Having a no Obligation Pension Review
free no obligation pension review

Despite the ongoing pension crisis

More than 13 million people in the UK have never reviewed the performance of their pension to ensure it funds their retirement lifestyle goals

Even small percentage differences in yearly performance can have a dramatic effect on the short, medium and long term growth of pension policy investments. Many traditional pensions have achieved poor results over the last five years due to stock market volatility, annual charges and inflation.

It is vital  to review your pension on an annual basis (as you would your car and insurance policies and ISA investments), to enable you to make informed decisions about building a substantial pension pot to deliver your retirement goals.

The final report will include the performance of your pension over the past five years, provide a forecast for the next 10 years (based on your current pension value) and confirm your possible entitlements at retirement.
IPS are an alternative wealth management broker, specialising in property and property backed investments. Since our formation, together with our business partners we have amassed a wealth of experience to support your financial and retirement goals. IPS Invest introduce people to a variety of regulated services. One such service encompasses a review of your pension. Our role is to collate your information and provide this to a regulated financial advisor

Benefits of a no-obligation Pension Review

Time to assess your pension with a free no-obligation pension review:

  • Find out how your pension has performed over the last 10 years
  • Highlight the annual charges levied by your provider and review ways to reduce these
  • Discuss the amount you can expect upon retirement (if you do nothing)
  • Assess your eligibility for tax-free income
  • Understand the new pension changes and their potential impact
  • Trace missing pensions
  • Consolidate multiple pensions
  • Establish the current value of your pension
  • Identify declared and hidden charges
  • Find out how your pension has performed over the last five years (factoring in inflation and charges)
  • Review your options to reduce your annual fees and grow your pension pot
  • Ascertain if you qualify now ( or in the near future) for a tax-free lump sum from your pension

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FOR A COMPLIMENTARY PENSION REVIEW, CONTACT OUR TEAM TODAY

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  • Suitability Notice

    The investment information featured in this section of the website is only available to High Net Worth Individuals, Sophisticated Investors and FCA Regulated Persons.

    The investment information is for information purposes only. The website and its content should not be taken as an invitation to engage in any investment activity. The website should not be construed as advice or a personal recommendation by IPS Invest Ltd to any prospective investor.

    Any person accessing the website and considering potential investment opportunities featured on the website should make their own commercial assessment of an investment opportunity after seeking the advice of an appropriately authorised and regulated financial advisor.

    IPS Invest Ltd provides marketing and administration services to regulated and non-regulated businesses and is NOT authorised or regulated by the Financial Conduct Authority. We do not offer any financial advice of any form and none of the investment products detailed are covered by the Financial Ombudsman Service or the Financial Services Compensation Scheme. The value of any investments can fluctuate and you may not get back the full amount you have invested.

    It is highly recommended that you always seek professional advice before entering into any investment agreement.

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