3 Easy Steps
Our primary concern at MyPensionSavings is to help you make informed decisions about where your pension savings are invested so that you can enjoy the best possible income in retirement. To undertake a detailed analysis of your pension savings we need to obtain certain information directly from your existing providers – The great news is we only need a single signature from you and we’ll take care of everything else for you.
How we work can be summarised in 3 simple steps.
STEP 1
Consent and Information Gathering
We’ll ask you for your written consent to contact your existing pension savings provider[s] and then contact them to obtain all of the technical information required to undertake your review -
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STEP 2
Evaluation and Research
To ensure our recommendations are tailored to your individual needs we’ll ask you to complete a short questionnaire. This can be done by email, post or over the phone. Once all of the information has been received we’ll complete a detailed written review of your plan[s] and a summary of our recommendations -
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STEP 3
Reporting and Recommendations
A copy of your report will be sent to you and one of our experts, with your permission, will contact you at a convenient time to discuss our findings and recommendations. Where a transfer of your savings is recommended and you decide to go ahead we will prepare all of the necessary documentation and liaise closely with your existing provider[s] to ensure matters are concluded as quickly and smoothly as possible. Once the transfer is complete we would then undertake a review of your plan absolutely FREE either six monthly or annually depending your proposed retirement age -
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