Pension Plan Review Service

Our experience has shown that the medical professional either has NHS superannuation or a variety of different pension arrangements set up at different times throughout their working lives. These vary from frozen company pension benefits, paid up 226 Retirement Annuity Plans, isolated Section 32 Contracts and FSAVC’s, or some other old, ineffective or uneconomical pension plans.

Either way it is often the case that they do not fully know or understand the how, what, where, when or why of their arrangements.

At Premier Medical UK we realise that over time these things can get lost or with corporate and legislative changes the very same products that were the best plans at the time can become uneconomical and antiquated.

Our service does two things;

It compiles a list of the different pension arrangements you have, including your NHS superannuation scheme.

Provides information on the company it is invested with, type of product and what fund or funds it is invested in.

 

We will analyse the benefits and any drawbacks of each plan, compare investment returns, costs and charges and what options and flexibility you have. Assessing what each plan will provide for you based upon your circumstances and future requirements. In light of the current generous retirement savings landscape, we will conduct a financial diagnostic of your arrangements we will then discuss the best course of action for you to ensure you achieve your specific retirement goals.

To get your plans in order, and ensure you are on track and stay on target for your retirement income goals please ring us on 0845-6756749 or clicking here now to take advantage of this comprehensive service.      

 


 

 

 









 

 

 

 

 

 

 

 

 

 

 

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