Pension consolidation advice

It can be difficult to keep track of how they are performing and if you are still on target to meet your retirement needs. Older plans can be more expensive and limited on investment choice, with poorly performing funds. The paperwork can be confusing and enough to put you off becoming more proactive.

To consolidate a pension into one easy-to-manage-plan may be a solution. However, it is important to understand what kind of pensions you have and whether it is to your benefit to move all, some or none of these before retirement.

At MPI Financial, we can provide pension consolidate advice on your current pension arrangements and explain any advantages or disadvantages to switching these into one pension plan. We will provide a pension report which will clearly identify those pensions that can be consolidated and those pensions that need to remain where they are.

The result will be a significant reduction in the amount of paperwork you receive annually and a better pension solution.

PLEASE ALSO SEE OUR OTHER PENSION SERVICES:
Pension review
Pension forecast service
Pensions planning for business owners
Lifetime or annual allowance review