Posts Tagged ‘Annual Pension Review’

Falling pension income traps over-65s in work

Friday, September 3rd, 2010

Falling pension income traps over-65s in work

Nearly half of working over-65s are ‘trapped in work’ by falling pension income and inadequate pension planning. With plunging annuities rates, pension income is half what it was 15 years ago.Read More

Half of pension savers have never reviewed pension plans

Thursday, September 2nd, 2010

Half of UK pension savers have never reviewed their pension plans, and cannot say how their pension is invested. One in 5 actually make investment decisions without advice. Most of those prudent enough to review seek pensions advice from an independent financial adviser.

Financial planning advice – Regular Reviews could save you thousands

Wednesday, May 19th, 2010

Investors can save thousands with regular financial planning advice and financial reviews. Fine-tune your financial planning with regular reviews of your mortgage deal, funds investments, and pension planning.

How often do you review your finances?

Saturday, March 7th, 2009

As a firm of Independent Financial Planners we get a lot of new clients saying they have been disapointed and/or disheartened with previous investments or pensions. This has affected their long term opinion on investment funds, whether they have had their funds in a pension or general investment structure, such as an ISA, PEP or [...]

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