Your UK Pension Analysed
A pension analysis is an essential service for anyone who wants to make the most of their pension. It is also a fundamental part of any financial health check that Holborn provides for its clients.
We provide a pension analysis service, which will review your existing pension plans to make sure:
- The charges applied to your pension are not excessive
- You are making use of the best investment vehicles and pension options, including investigating the possible use of SIPPS, QROPS and QNUPS
- The funds that you invested in are suitable for you after assessing your attitude to investment risk
We will also explore benefit schemes you are offered such as ill-health, death benefits, a retirement cash lump sum, or life cover.
It is essential that clients have comprehensive data and we ensure that we provide clients with a complete picture regarding their pension.
Doing so gives you the opportunity to live the retirement plan you envisage.
Contact a qualified Holborn Assets adviser today for a professional review of your pension.