Pension Reviews That Help You Take Control of Your Retirement Savings
Not sure what pensions you have, what they're worth, or if they're working for you? A pension review gives you clarity without the jargon or pressure. We'll help you understand your existing plans, spot any gaps or excessive charges, and show you whether it makes sense to stay put, switch, or combine. No guesswork, no commitments, just clear answers.
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Get a comprehensive review of your pension to ensure it's performing well. Leave your details and a qualified advisor will be in touch.
What Our Clients Say
Who Needs a Pension Review
This service is ideal if you want to understand where you stand with your pensions and how to make the most of them, especially if it's been a few years since you looked at them. We help people who:
Have one or more old pensions from previous jobs
Aren't sure what fees, funds, or benefits they're currently getting
Want to check if their pension is on track for retirement
Think they might be overpaying charges or missing out on better options
Are self-employed or directors managing their own pensions
Just want a second opinion before committing to anything
If you're asking, "Is my pension actually doing what it should?" — this is for you.
Not sure if you need a pension review yet? Start with a free consultation.
When Should You Get a Pension Review?
A pension review isn't just for people approaching retirement. It's for anyone who wants to know where they stand and whether their pension is working as hard as it could. A review is especially useful if:
- You've had multiple jobs and aren't sure where your old pensions are
- You've gone self-employed or started a limited company
- You're unsure what charges you're paying or what your fund is invested in
- Your pension hasn't been looked at in years
- You're getting closer to retirement and want to understand your options
- You're not confident your current setup fits your long-term goals
Even if your pension seems fine on paper, a second look can reveal better options or small changes that make a big difference later.
Watch: Why Reviewing Your Pension Matters
A short video on the importance of regular pension reviews.
Why Reviewing Your Pension Matters
Discover the importance of regular pension reviews to maximise your retirement income.
Pension Review Calculator
Review your pension's projected value at retirement
Pension Review Calculator
Calculate the value of your pension at retirement with compound interest
"Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it."
— Albert Einstein
How Our Pension Review Process Works For You
Getting your pension reviewed doesn't have to be time-consuming or complicated. We handle the technical bits so you get a clear picture of where you stand - and what to do next.
Step 1 – Get in Touch
Start with a short call or message. We'll ask about your existing pensions, any paperwork you have, and what you'd like to know or improve.
Step 2 – We Gather the Details
With your permission, we'll contact your pension providers and request up-to-date information like fund values, charges, investment strategy, and retirement options.
Step 3 – You Get a Clear, No-Jargon Report
We'll break down each pension you hold. You'll see what's working, what could be better, and if any changes might save you money, improve performance, or simplify things.
Step 4 – Advice That's Actually Useful
You'll get clear recommendations, not a sales pitch. If your pensions are in good shape, we'll tell you. If something needs fixing, we'll explain your options and help you take action if you want to.
Why a Pension Review Is Worth It
A pension review helps you take stock of where you stand and where your money could be working harder. Here's how we help you get more from what you already have:
See How Your Pension Is Performing
We analyse fund values, charges, and growth so you know exactly where you stand and whether your plan is doing its job.
Spot Hidden Fees and Gaps
We highlight costs you might not see and show you if better-value options are available.
Check That Your Plan Still Fits
Life changes, and your pension should keep up. We make sure your risk level, investment mix, and drawdown options match your goals.
Simplify and Strengthen Your Setup
If you have multiple pots or outdated plans, we'll show you whether consolidation could save money or reduce complexity.
Get Advice With No Sales Agenda
You'll receive clear recommendations. If things are on track, we'll say so. If not, we'll help you fix it.
Let's make your pension work harder — Book a call
Frequently Asked Questions About Pension Reviews
Speak with our experts
Contact Our Directors
Get personalised pension advice from our experienced team of qualified financial advisors.
Chris McKenzie
CFP® | SIA | QFA
Director
Chris Crowley
PgD | SIA | RPA | FPRA | QFA
Director
Our Core Priorities
The Client Comes First
We are a client focused business, we aim to understand your needs and objectives and deliver based on this. This is at the very core of our business – you are what matters most.
We are Qualified Experts
All our staff are qualified experts and have the technical knowledge and experience to handle all your pension related queries.
We are Real People
We are real people who are here to assist you. We have direct phone numbers and email addresses, and will deal with your enquiry from start to finish.
We are Always Professional in All That We Do
Professionalism is the minimum you can expect from us. We pride ourselves on this and we will deliver for you in a professional manner.
We are Here to Educate You
It is important to us that we educate you so you can make informed decisions. Before we do any business with you we will educate you as to why it is the right choice for you. We want you to understand the decisions you are making.