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Pension Audit Service

From our experience we have found that many new clients who have invested their hard earned money into pension plans are frustrated by not knowing whether their plans will generate the funds they need for retirement. They are often concerned by year to year performance and yet don’t really understand in what they are invested. They rarely review their pension investments and don’t give enough attention to pension performance.

We have found that underperformance is usually down to three main causes:

  • Firstly, funds in most pension plans are not actively managed by a financial adviser and the focus on maximising return has been lost.
  • Secondly, most plans are not managed towards a defined final objective in line with a suitable asset allocation and the client’s risk profile.
  • Thirdly, many people are not getting value for money, paying higher charges without getting enough in return.

If your pension arrangements are managed poorly, they are unlikely to achieve the level of performance that will give you freedom and financial security in your retirement. It is important to take charge of your pension plan sooner rather than later before it is too late. Acting now could make a huge difference.

That’s why Sense has developed the Pension Audit Service. We will show you what you can do to improve your pension arrangements, enhance their performance and achieve your retirement goal.

 

 

 

 

 

 

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  Sense Financial Solutions

The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.Sense Financial Solutions is authorised and regulated by the Financial Conduct Authority under Financial Services Register number 616273.Sense Financial Solutions Ltd is registered in England & Wales at Companies House, number 5313395.Registered Office: 43 Walcote Drive, West Bridgford, Nottingham, NG2 7JQ
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