Copperstone House
Oldwalls
Swansea
SA3 1HA

01792 390 490
Pension Review Services, Swansea, Gower, Llanelli

Pension Review

Throughout their working lives most people collect a number of different pension plans that are then parked in a drawer somewhere and forgotten about until they mature. The result of this is that your pension may not be worth as much as it could be...

 

Do you understand your current pension arrangements?

  • What charges are you paying?
  • How are the investments performing?
  • How risky are these investments?
  • Will I have enough in my pension at retirement?
  • Am I paying an adviser who no longer services me?

 

At Copperstone we offer a number of pension review services which make sense of your existing arrangements. We will analyse your existing pensions then provide a comprehensive report and investment strategy. We will take you through these reports and explain your current pensions, what these will likely provide for you and what your options are. Any planning will be tailored around your current circumstances and future needs.

 

If you have any of the following arrangements we will be able to provide a review:

 

Personal Pensions

  • Personal Pension Plan
  • Stakeholder Pension
  • Self-Invested Personal Pension
  • Retirement Annuity Contract
  • Free Standing Additional Voluntary Contribution Schemes

Make an Enquiry

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