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Questionnaire
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Do you have an old style personal pension?
If so it may be well worth your while investigating the possibility of transferring to another provider. Some plans prior to the introduction of Stakeholder pensions in 2001 have very high charging structures.
Our Service
With your permission we can obtain details from your current pension provider(s) and carry out a full FREE NO OBLIGATION Transfer Analysis to see whether or not it would be beneficial for you to transfer to a new provider. This includes the following:
- A full appraisal of your existing and past pension arrangements including their charging structures,and choice of investment fund(s).
- Current values and transfer values (if different).
- Investigation of alternative providers including their charges and choice of funds.
- A full report is then sent to you which details the pros and cons of staying with your current arrangement or transferring to a new provider.
To transfer or not to transfer?
Many people tend to forget their pensions through their working life especially when they change jobs and start contributing to a new arrangement. However this can be a very costly mistake as a larger pension fund can make a huge difference to living standards in retirement. It is therefore essential to consult an Independent Financial Adviser about any pension you may be contributing to or had in the past. A thorough pension analysis may need to be undertaken to ensure correct advice is given.
Capital Care Financial Services Ltd is authorised and regulated by the Financial Services Authority.
Capital Care Financial Services Ltd is entered on the FSA register (http://www.fsa.gov.uk) under reference 435067.
What to do now
Simply complete the questionnaire below, we will then get back to you to see if further investigation would be worthwhile.: