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If you have paid-up or preserved pensions from previous employment or need “what if” funding scenarios, we take a proactive approach. We will contact the old schemes and obtain up-to-date valuations. This thorough process ensures you achieve the best returns for your chosen level of risk and personal circumstances.

We can combine your schemes and work with you to analyze holdings such as occupational and auto-enrollment schemes, annuities, flexible-access and income drawdown, stakeholder pensions, Small Self-Administrated Schemes (SASS), Self-Invested Personal Pensions (SIPP), Executive Pensions, and the NEST workplace pension scheme.

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