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Status House Finances

03 - Sep - 2010

Putting you in a better position......................

Pensions

Putting you in a better position..........call 0845 8391090

* * * STOP PRESS * * ** * * STOP PRESS * * *

How many pension plans have you collected throughout your working life which are now parked in a drawer somewhere until they mature?

The result? Your pension may not be worth as much as it could be...

To avoid this you need to:

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Continually assess your investments and contributions and
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Have a full understanding of the income levels you will receive at retirement

P.S If you are over 55 you can take up to 25% of your pension fund as a tax free, lump sum now!

To obtain a free, independent, no obligation review of your current position, simply complete our response form below and we will be it touch with you to arrange to discuss your needs and requirements.

How is your pension investment performing?

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Over a five year period the best personal pensions averaged a 37% growth rate before charges (source: Money Management 2008)
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Over the same period the worst personal pensions averaged a -6% growth rate before charges (source: Money Management 2008)
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In mathematical terms this means that if you had a fund worth £10,000 5 years ago, it could be worth over £48,000 before charges - or as little as £7,500 before charges!

If you have a pension(s) of the following type, you need to review your pension now.

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A Personal Pension
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A frozen Personal Pension
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A With Profits Personal Pension
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A Personal Pension with a company that may be overpriced

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A Personal Pension where the provider no longer sells new pensions
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A Company Pension with an employer who has ceased trading
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A Company Pension which is being closed or changed

At The Affinity Partnership we believe that everyone should have access to specialist pension advice without concerns about cost. Consequently, all of our clients have the opportunity to receive an independent, no obligation, free pension review from an Independent Pension & Retirement Planner Regulated by the Financial Services Authority.

Free Review

To obtain a free, independent, no obligation review of your current position, simply complete our response form below and someone will be it touch with you to arrange to discuss your needs and requirements. Alternatively please call our Individuals and Couples Helpline on      0845 839 1090      

  • The information contained in this web site is for general information only and is not financial, investment or tax advice.
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