With new legislation Pearson Financial Services knows from speaking with its clients that the changes to pensions has left many people unclear on what options they have, but more importantly, how the options could affect the way their pension works and if the money they have invested is working the best it could to help fund their retirement. We know there are pensions that are just not working as profitably as they could be, and this is affecting people’s retirement plans. Many people can read their pension statement and read the figures but do not understand what that will look like in retirement or if compared to other plans, if it is performing well at all. Many people regularly pay into their pension without knowing how much it will be worth or even if it will deliver a comfortable retirement.
Our no-obligation Pension Review Service is the first step to ensuring that your pension is performing and will allow you to make the most of your retirement. Pearson Financial Services works alongside Lakeside Wealth Management and will introduce you to a Pensions and Investment Specialist that will analyse your existing pension provision, check its performance and whether you are currently paying excessive fees.
Once we’ve carried out your Pension Review, we will tell you if your pension is working as hard as it should be or whether there are alternative policies that are better suited to your circumstances. Through the close relationship between Pearson Financial Services and Lakeside Wealth Management, we are able to conduct the review free of charge and without obligation. We want to encourage you to talk to us, so you can better understand the position you are in and to ensure that you enjoy your retirement the very best way you can.