If you’ve already taken pension release and you’re not receiving a regular quarterly review of your pension fund, get a free report now.

COMPLETE THE FORM BELOW FOR YOUR FREE PENSION RELEASE REPORT.

If you didn’t unlock the maximum cash, you might be able to draw more money now

If you don’t review your pension quarterly, it’s at risk of losing value without you knowing

You could already be paying for the cost of a regular review from within your fund

HERE’S WHY YOUR PENSION SHOULD BE REVIEWED AT LEAST QUARTERLY IF YOU’VE TAKEN PENSION RELEASE.

 
This is very important news IF YOU’VE RELEASED TAX FREE CASH from your pension, but YOU HAVEN’T STARTED TO DRAW YOUR INCOME. Here’s why.

The pension release you took was a maximum of 25% of your pension fund. That means you have AT LEAST 75% of your money still invested for your future. If you don’t review your pension release decision regularly, you could end up losing a huge amount of money.

By releasing cash and leaving the remainder of your pension fund to grow, you’ve put your pension fund into drawdown. This adds responsibility on your adviser and the provider to undertake more work than before you took pension release. For example, your pension fund must undergo a comprehensive three year review. All of this costs you cash and the likelihood is YOU’RE PAYING FOR THIS SERVICE FROM WITHIN YOUR FUND.

When you released your money, you would have agreed to an annual charge being deducted to pay an adviser to help you keep tabs on your pension fund, and to do the necessary work on your behalf. But if you don’t receive at least a quarterly update from your adviser, you’re arguably PAYING FOR SOMETHING AND GETTING NOT MUCH IN RETURN. And it can be much worse.

If your adviser is no longer trading, you’re absolutely WASTING YOUR MONEY. That’s because your annual charges will continue to be deducted from your fund. It might surprise you to learn that even though they may not be giving you any advice, your adviser might still be receiving payments from your fund. That could be the position with firms like Braemar, Regal Partners and many more.

If you’ve not had regular contact from your pension release adviser, you urgently need to speak to a specialist.

 
We only recommend experts who are independent and offer brilliant service. They don’t represent any particular company. They provide you with the best solution from the market.

Before you do business with the specialist we suggest, we want you to have the same degree of confidence in them as we do. So, as a benefit of using this site, the specialist will provide you with a report, FREE OF CHARGE, to give you the reassurance you need.

If you like the recommendation, you can switch your pension fund to the new specialist, to receive advice from them. You won’t be charged an extra fee – your new adviser will be paid from the existing charges you’re already paying from within your fund. Of course, if you don’t want to proceed, that’s absolutely fine. All without you having risked any of your hard-earned cash.

Here’s what the specialist will do for you.

 
Having completed the form above, they’ll contact you to discuss your current situation. They’ll then review your pension fund and provide you with a FREE REPORT covering these areas:

• the level of charges being taken from your fund
• the fund performance you’ve gained, or lost
• whether you’re benefiting from the most flexible features available
• the risk rating of your existing pension fund

Once you’ve transferred your pension fund, you’ll benefit from quarterly updates showing how your pension fund is doing, with relevant advice to make changes to it as necessary.

Get your FREE REPORT now.

 
Pop your details into the form above to be emailed a pack to have your pension release reviewed. Your report is FREE.

If you’d like to discuss any aspect of the service before you complete the form, please feel free to ask us anything using our contact form.