Griffin Benedict
 
  Investments
  Annuities
  Lifetime Mortgages
  Mortgages
  Retirement Planning
  Life Insurance
  Offshore
 

Pensions

  Pension Transfer
  Permanent Health Insurance Cover
  Capital Gains Tax
  Inheritance Tax
  Sipp
  Tax Advice
  Protection
  Company Pensions

Not all of these services are regulated by the Financial Services Authority.

It is imperative that your pension is regularly reviewed well as it is the one key investment, which will determine how secure a retirement you will have.

Are Your Pension Providers Charges Out of Date?

There have been some big changes in the financial services industry which mean Pension Plans similar to yours may no longer be your best option.

To see if your current plan(s) can help you achieve the benefits you want to receive at retirement, ask yourself these questions:

  • Is my current pension provider charging me 1% or less to administer my plans?
  • Do my current plan(s) allow me to retire early?
  • Do my current pension plan(s) offer me the best possible return if I die before I retire?
  • Am I happy with the service I am receiving from my current pension provider(s)?

If the answer to any of these questions is ‘No’, then it could be time to review your current pension provision and possibly consider a move.

If you would like to know if you could be getting a better deal, please complete the form below and we will arrange for a free analysis of your existing pension funds.

This will show you if there are cheaper options for you. The analysis can be arranged by post in the first instance, so please contact us and we will arrange it for you.

At Griffin Benedict we are well aware of what needs to be done to ensure you have a worry free retirement.

 
 
YOUR PERSONAL DETAILS
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PENSION TRANSFER  
Planned retirement age
Scheme Type Retirement
Age
Protected
Rights
Guaranteed
Annuity
Rate
Pension
Amount
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What Is Your Attitude To Investment Risk
 
 
 
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By submitting this form you are consenting to your information being passed to Griffin Benedict or one of its associates, to advise you of other useful products or services that we develop. We will not pass this information to any third party under any circumstance. We will normally email no more than bi-monthly.

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Warning:
Past performance is not necessarily a guide to the future, since unit prices depend directly on the value of the underlying investments, and prices and any income derived from them can fall as well as rise. Where a fund invests in overseas securities, the unit price may rise and fall purely on account of exchange rate fluctuations. Where a fund is invested in property, the value of property is generally a matter of the valuer's opinion rather than fact. As a result, investors may not get back the full amount invested, especially if they withdraw in the early years.

It should be remembered that any liability to tax is dependent on individual circumstances, and levels and bases of, and relief from, taxation are subject to future changes.

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