Ongoing Pension Servicing

If your pension has either been neglected, is not receiving regular servicing, is producing sub-par performance or you’d simply like to gain a second opinion, please click on this link to arrange a full review with a servicing adviser.

Reconnect with your pension with an introductory review

Within an introductory review a member of the client services department will examine your pension account.
If it’s been some time since you reviewed your pension some of the following issues may apply:
  • A portion of your pension account is uninvested and not achieving growth
  • Your investments may no longer be in line with your risk profile
  • Your portfolio may not be diversified across different assets
  • You may be paying higher fees than is necessary
Working alongside the adviser you will be fully brought fully up to speed with your pension account. Any required changes can be made and you will be able to relax in the knowledge your account positioned in line with your objectives.

Following a portfolio review you can expect:

  • High quality funds
  • Cost efficiency
  • Diversification
  • Appropriate risk exposure

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