Pension Health Check & Forecast

 

 

PENSION HEALTH CHECK
 
We offer a full check of your existing schemes, their charges and performance, with a full written report issued to you. Should work then be necessary you can either instruct this firm or any other firm. Please note that a fee may be charged for this service. Naturally we hope that you will choose to instruct us. Many people and companies still have old fashioned contracts, with much higher charges and less investment choice.  Our report would help you decide whether you should continue with your current plan.

Additionally, with the changes brought about by A-Day in 2006, for people aged between 50 and 55 it is crucial that a review occurs before April 2010. 

 



Lewis & Co is authorised and regulated by the Financial Services Authority for pensions, investments, insurances and regulated mortgages (FRN 143646)