I'm a pension owner... get me out of here!

Are you more likely to have a conversation about your favourite TV show or your pension? Let’s face it, pensions aren’t exactly exciting to talk about, and to top things off it’s a bit of a jungle out there.

Maybe you have multiple pensions that you have lost track of, or you have no idea if you are paying too much in charges. Trying to understand the performance of your current pension, whether you could get more from it, or whether you are already doing the right thing, can feel like navigating your way through a nasty bush tucker trial.

If you find yourself screaming ‘I’m a pension owner… get me out of here’, never fear! There is another way and it could place you in a stronger financial position when it comes to retirement. Possibly a lot stronger.

Lost in the jungle

The good news is you don’t need to navigate the pension jungle alone. As pension specialists, we have years of knowledge and experience and are here to offer you a guiding hand along the way.

We do all the hard work for you. At the end of the process you’ll feel like King, or Queen, of the jungle!

The first step to planning for a better future is a pension review. We listen to what you hope to achieve by finding out your goals and gather a clear vision for what retired life might look like for you.


Grab your binoculars

Even with the best binoculars, you can only see so far. Whilst some of the bravest explorers of our time have used their intuition to guide them across the toughest terrains, we could never hope to replicate their steps without a compass, map and a lot of training.

The same applies to pensions. With a helping hand to point you in the right direction who knows what you might discover.

The big three

With our pension review we start to clear the path through the pension jungle for you. Key details and important facts aren’t hidden away. We start with the big three things you need to know:

  1. How much your pension pot is worth
  2. Whether there is a better pension out there for you
  3. And what switching your pension could mean for you

Many financial advisers charge an upfront fee to check your pension for you; at Portafina we do things differently. So depending on what you decide to do, you could end up walking away fully informed with nothing to pay.

Watch our 90 second video on checking your pension the Portafina way...

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Important information

Releasing your pension benefits early could reduce your income at retirement and therefore is only suitable for a limited number of people and circumstances.

The details provided in this article are for general information only and are in no way deemed to be financial advice. All of the material is correct as of the publication date, but could be out-of-date by the time you read the article. For our latest information and news, please see our articles section: https://www.portafina.co.uk/whats-new

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