Pension Services – keeping pensions investments on track
Like all investments, pensions are subject to market influences which require constant monitoring and regular reviews, to ensure that they are under control and on track to achieve their investment goals. Principle First offers a range of pension services and pension advice that ensure your pension savings and investments are still invested in the best possible way for you.
Pension funds in any pension scheme are invested on into the stock markets and other investments, creating a need to regularly check the performance of the investment funds that underly and largely dictate the growth of the overall pension scheme.
At Principle First, we use state of the art software and technology to ‘drill down’ to these underlying investments and analyse them to check their performance. Only by close analysis of funds using our in-house company pension services can an individual see how their company pension is doing. Based on the information uncovered by accessing our range of pension scheme services can informed decisions be made regarding the investment profile of the pension scheme.
Use our pension services to check your pension now. Make a pension enquiry now.
Personal pension services for the individual saver
Personal pensions generally offer a selection of 20 or more funds, from which the individual pension saver chooses where their money is to be invested. Principle First provides personal pension services including establishing the risk profile of our clients using our Risk Profiler tool, and then identifying which funds from the selection available match that risk profile. This ensures that your pensions investment is at exactly the right risk level for you.
Pension Services – Pension Transfer Advice
Our range of pension services also includes advice on pension transfers.
A pension transfer moves the funds in an existing pension when the pension holder is changing jobs.
This service is included in our range of company pension services, and assesses for clients whether the transfer of an existing company pension is the best option when circumstances change.
As part of our range of company pension services, we can undertake a pension transfer analysis on behalf of our clients. This is one of the most beneficial pension services when considering a pension transfer.
This is a complex calculation which can be performed only by a qualified pensions adviser, and factors in your age, the structure of your pension, and the additional benefits included in your existing pension package. Following this analysis it will be clear whether to make a pension transfer, or to simple defer an existing pension and begin saving into a new scheme.
Use our pension services to check your pension. Contact us for pension advice or ring freephone 0800 678 5929 now
