We have lost count of the number of clients who have old pensions sitting around in their filing cabinet - they get a statement every year but have no idea where the funds are invested, how they are doing, how much they are being charged or what they can expect to receive in retirement. if this sounds like you, we can help :-
We will give your pension a boost, and ensure you know it is invested correctly and what you can expect from it when you retire using the PENSION REVIVAL PROCESS :-
1 - We obtain all the details of your old pension plan, including fund details, charges and other relevant details.
2 - We complete a risk profiling exercise with you, to pinpoint what combination of risk and reward is right for you.
3 - We match your risk profile to pension funds which are right for your requirements, and also match the time you have left to retirement, giving you the best chance of a good return whilst managing risk. This may be done with your existing provider or, if they are not competitive or do not provide the required choice of funds, we may suggest an alternative provider.
4 - We then review your pension with you regularly, so there are no nasty shocks - you know exactly what you can expect to receive when you retire and can therefore plan ahead in an informed way.
Contact us now on 01270 567709, or via info@zenfinancial.net, and give your pension the kiss of life !
Wednesday, 31 October 2007
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