Pension Reviews

Pension Reviews

Your pension review will show you:

  • The five year performance of your fund
  • Costs and charges you are incurring
  • The current value of your pension fund
  • Your possible income on retirement if you make no changes

As a result you will be in an informed position to explore options and make suitable decisions about the future of your pension. Alternative options may lead to improved growth before retirement, and increased income after retirement. Our aim is to ensure that our clients can choose the best option. Your suitability for an alternative investment into your pension will be carefully considered by an FCA (Financial Conduct Authority) regulated IFA (Independent Financial Advisor).
There are four steps that take place when you register for a complimentary pension review:

Pension Reviews

1. A Letter of Authority will be completed, which enables our preferred financial adviser to view your current pension figures
2. Sign the Letter of Authority to get the process started
3. Once your pension review is complete, we will arrange a time that's convenient for you to discuss the results, either in person or over the phone
4. If you are suitable for an alternative investment in your pension, as determined by the regulated financial adviser, then we can share information about the range of high-income investments offered through Complete Financial Group Ltd.

Sounds easy? That's because it is. There's no cost and absolutely no obligation. Your pension review will provide you with the information you need to make the best decisions for your financial future.

Complete Financial Group Ltd is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. We strongly recommend that you seek appropriate professional advice before entering into any contract.

Personal information in any pension review is a matter of record and is provided by our preferred financial advisor who is regulated by the Financial Conduct Authority. Any requirement for pension advice will be passed to them. Any review is only for the person named and their professional advisors. Values detailed in any report are not guaranteed and are subject to change. Projections in any presentation are approximate and based on the criteria specified which may or may not turn out to be accurate.

The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances if might be difficult to sell at any price.

Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the Financial Conduct Authority or covered by the Financial Services Compensation Scheme, you will not have access to the Financial Ombudsman Service.