The Way Forward
We offer free consultations to establish your current position using the results of our Retirement Risk Questionnaire to guide us to the investment portfolio most suited to you.
If we make a recommendation to switch your funds into the Pension Review Service you are given a report clearly informing you of the charges associated with your existing plans and a summary of your current investment funds. We will recommend a pension portfolio, in accordance with the results of your Retirement Risk Questionnaire, in order to provide you with the optimum growth potential, in-line with your stated attitude to investment risk.
Although charges are an important aspect over the term of your pension contract they have to be taken into context with the level of service that you receive from your pension provider/adviser and the performance of your investment over the medium and longer term. It is worth noting at this point that the “Cheapest” is not always the “Best”.
Our administration team will co-ordinate your transfers and ensure that funds are invested as quickly as possible with Skandia Life. We will strive to make the whole process as painless as possible by helping you to complete all necessary documentation and forwarding it to all of your relevant pension providers.
We offer free consultations to establish your current position using the results of our Retirement Risk Questionnaire to guide us to the investment portfolio most suited to you.
If we make a recommendation to switch your funds into the Pension Review Service you are given a report clearly informing you of the charges associated with your existing plans and a summary of your current investment funds. We will recommend a pension portfolio, in accordance with the results of your Retirement Risk Questionnaire, in order to provide you with the optimum growth potential, in-line with your stated attitude to investment risk.
Although charges are an important aspect over the term of your pension contract they have to be taken into context with the level of service that you receive from your pension provider/adviser and the performance of your investment over the medium and longer term. It is worth noting at this point that the “Cheapest” is not always the “Best”.
Our administration team will co-ordinate your transfers and ensure that funds are invested as quickly as possible with Skandia Life. We will strive to make the whole process as painless as possible by helping you to complete all necessary documentation and forwarding it to all of your relevant pension providers.
