Pension Review Service

It is very easy to put off worrying about your retirement income. However, once you have made the decision to sort your pension out, our pension review service can help. Our advisers will be able to provide you with a review of all your existing pensions, giving you an independent assessment of the benefits and disadvantages of each plan and written reports including assessment of charges and investment funds.

We can provide you with a written recommendation to advise on which pensions to keep, which to transfer and where your future contributions would be best invested. Our pension review service is designed to help those of us who have built up “bits and pieces” of pensions over the years and need help to sort them out. The easy decision is to transfer them all to one place, but you may be giving up valuable benefits if you do so.

All of our advisers are experienced professionals with a proven track record of success, qualified to provide advice in the following areas:

• Pensions & retirement planning
• Savings & investments
• Life & protection policies
• Mortgages
• Tax structuring
• Collaboration with solicitors to provide a pension assessment on divorce
• Preparation of pension sharing valuations

Why choose us?

We aim to invest our time building a long-term partnership with our clients, by providing clear and reliable advice based on detailed, professional research.

To learn more about the WHI pension review service, whether for your business or as an individual, please contact your WHI Independent Financial Planner.

To download a factsheet containing the above information, please click here.