Manage My Pension Investments
Protect What You Have Built
If you’ve changed jobs over the years, you may have multiple pensions invested in different schemes and funds.
What level of risk are you taking?
With thousands of investment options available, it can be hard to know if your money is positioned correctly, especially in the final 10 years before retirement.
Underperformance can significantly affect your intended retirement date, meaning you have to work for longer
“As retirement approaches, protecting your pot can matter more than chasing growth.”
Are My Investments Suitable for my Lifestage?
Are you:
- In underperforming funds
- Paying higher than necessary charges
- Taking more risk than intended
- Missing opportunities to reduce volatility
Older workplace pensions can also sometimes have:
- Higher fees
- Limited investment choice
- Outdated fund structures
A Financial Adviser can help:
- Review you existing pensions
- Assess performance and charges
- Consolidate plans where suitable
- Adjust investment risk as retirement nears
- Provide ongoing oversight to help you reach your goals