The 6 Steps
When undertaking a pension review we break it down into 6 steps. Below details how your pension review works each step of the way and what each section entails.
That’s it! The whole process should take around 12 weeks. You can now sit back and relax… happy in the knowledge you have taken steps to better plan for your retirement.
My Pension Advice Aftercare
Don’t worry, we won’t just leave you to it once we have done. Our relationship carries on and we carry out an annual service on your pension to ensure that it is performing to your satisfaction.
It’s all part of the service!