Services: Pension Review

Whatever pension (or investment for that matter) you have it is crucial to review it regularly, and we recommend at least annually. Tisco visit our corporate employers on a regular basis and policyholders are welcome to request an individual meeting on these occasions. It is also typical to have a scheme review date where a more formal review offer is made.

Even if you choose not to meet with an adviser it is important to review your investment choices to confirm they are still in keeping with your attitude to risk. Have your circumstances or needs changed? Are investment retuns in line with your expectations? Are there any fund switches you wish to make or do you just want to consider re-balancing the existing holdings.

Are you contracted out or into the State Second Pension? Either way you should review this decision annually. 

Our Review service addresses all these issues. For more information or to arrange to meet with an adviser please contact us.