Copperstone House
Oldwalls
Swansea
SA3 1HA

01792 390 490
Pension Consolidation Advice Services, Swansea, Gower, Llanelli

Pension Consolidation Advice

Have you accumulated several pensions over the years from different employers?

 

Pension Consolidation Tips and 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.

 

Consolidating everything into one easy-to-manage-pension may be a solution. However, it is important to understand what kind of pensions you have and whether it is in your best interests to move all, some or none of these before retirement.

 

HOW WE CAN HELP

At Copperstone we can provide a pension consolidation service to advise you on your current pension arrangements and explain any advantages or disadvantages to switching these into one 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 potentially better pension solution.

 

Make an Enquiry

We're here to help. Contact us if you have any financial queries.