The S.O.E. Consultants pension review service can help you maximise your pension returns and future growth. The pension review service will look at the status of your current pension funds’ performance and its future projections. By changing the allocation of the funds in which your pension is invested we will show you how you could improve you returns for the future. Our pension review service aims to minimise your risk and maximise your returns based on your specific objectives and requirements.
The pension review service begins with the client completing our on line enquiry form which automatically produces an access letter to your pension provider, which you will need to print off and forward to us. Once we have your signed access letter we approach your provider and request full pension details. We then carry out a full and detailed review which covers your current provider’s product charges, investment performance of your current fund options, the full range of fund options, flexibility of terms, financial strength of the provider, and on going policy administration. The resultant report to you will place your pension product within the market in terms of charges and performance, and we will also provide you with a projected benefit statement for your chosen retirement age.