Retirement is your time. It is the start of a new and exciting chapter of your life and you have the chance to enjoy the freedom it presents. You can control what you want to do and when you want to do it.
It’s important that when you choose a pension plan you review it every year to assess your financial goals.
During a financial review we would go through the following:
- Fact Find (updating your current financial and personal situations to help make a more informed decision)
- Risk Assessment Questionnaire
Market analysis and how your investment fund is performing.