Already have a pension plan in place?
Review your pension regularly to make sure it's working for you. A pension is a long term investment and just like other investments, it pays to make regular checks on how it's performing.
Use the checklist below to keep your pension on track:
Do you know what type of funds your pension is invested in?
Are you on track with your expected retirement income?
Have you met your Pension Adviser in the last year?
Do you take time to read your annual statements or keep track online?
Are you both maximising your income tax relief benefits?
Are you approaching retirement age?
Are you considering switching to lower risk funds?
If you've any questions on your pension plan speak with one of our Financial Advisors today, they'll be happy to answer any questions you may have.