Decision time

You should have received your pension review report…it’s now time to decide if you want to follow our recommendation for a more suitable pension.

Four key questions answered...

What to do if you are still not sure?

Making any kind of change to your pension is a big deal and many of our 14,000-plus clients needed another chat before signing and returning their pension application forms. Please do get in touch with us if there is anything you are not sure about.

What is covered by the fee you’ve been quoted?

All our research, analysis and advice, plus sorting out scheme transfers. It also means you are protected against our advice not being suitable. Don’t forget, the fee is only due if you give us the go ahead to act on our recommendation, and it would come out of your pension, so there is no extra money to find.

What if you have any questions?

You can contact us anytime from Monday to Friday, 8am-6pm, with any questions you may have about your report. Call us on 01634 930 600 or email adviseme@portafina.co.uk

What do you need to do now?

Take all the time you need to read your report and decide if you want to follow our recommendation for your pension.

Have a question...

ask us now!

Important Information

1The Value of Financial Advice. A Research Report from ILC-UK July 2017.

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