Auditing your pension provision is the first step in producing a sound financial plan for your future. It allows you to understand fully how you have got to your current position, how much savings you have built up, how they are structured and what they are likely to be at your retirement date.
You may be thinking about or approaching retirement now and wondering what you are going to live on, or you might be confused about the best way to access money. An audit can help with this.
Once you are fully informed, you can choose the best way to plan for the retirement you want. Whether that is travelling the world, taking up new hobbies or having the ability to give your grandchildren a head start, we’re here to help.