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.