Pension Review and Retirement Forecasting
Many people have accumulated a number of pensions over the years, and it is a constant source of amazement how few people really understand their current pension positions. Given that pensions are often an individual’s second largest asset after their house, understanding how your pensions are performing is crucial.
At Ovation we have the expertise to be able to review existing pensions, often consolidating these, where appropriate. We can also provide advice on existing occupational pensions, and forecasting likely pension in retirement.
Most importantly, however, we can then continue how to review these pensions which have been invested, often using vehicles such as Self Invested Personal Pensions (SIPPs). Put together, this area is intended to ensure the maximum possible pension in retirement.
At retirement, it is then crucial that advice is taken, as decisions made at this point in time can affect your income for the rest of your life. Issues such as Drawdown and annuities are therefore crucial at this stage.
Examples of this service in practice
If you would like a free consultation to discuss your financial goals and how we can help you achieve them, please contact us:
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