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Pensions

Lyn Walsh --  07894255333

Carolyn Sanders – 07984802547

Aaron Shaw – 07816366745

Crystal Financial Consultants is a trading style of Blueprint Financial Services Ltd which is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

 

Blueprint Financial Services Ltd are a limited company registered in England and Wales. Company Registration Number: 04736809. Registered Office: Wiltshire Court, Farnsby Street, Swindon, England, SN1 5AH

 

 Address : Millenium Bridge House. 4th Floor. 2 Lambeth Hill. London. EC4V 4AR

 

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

 

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PENSION REVIEW

Regular health reviews on your pension plans.

When was the last time you checked how your pensions performing? If you don't carry out regular reviews on the performance of your pension you could be losing out and even find your pension will not provide you with the comfortable retirement you are looking forward to.

 

If you are currently contributing to a personal pension scheme or have previously contributed to either a personal pension or even a money purchase scheme offered by an old employer, pension reviews can be very worthwhile. One factor to look at when reviewing pensions are the charges involved. Charges on some “older style” plans are much higher than their modern equivalent, so having a pension review will reveal what effect these charges are having to your pension value.

 

Many people pay into pensions for years but have no idea how hard there money is working for them, some clients are not even sure what sort of products they have and the element of risk associated with the plan. We can provide a professional assessment of your pension products and advise you in plain jargon free terms, exactly where you stand and how your plans are performing.

If we find your plan is meeting your current requirements and performing well it may well  be a case of staying as you are but if we feel you may benefit by transfering your pension to another provider, we will recommend a more suitable product, we will also explain clearly the benefits and options to help you make an informed decision if it's in your best interests to make the change.