Pension Review
Pension Review & Retirement Planning
Understanding your pensions and future retirement position is essential, whether you’re reviewing old workplace schemes, combining pots, or planning how much you need for later life. NexGen Finance helps you gain clarity by reviewing your existing pensions, explaining your options in simple terms and outlining what your retirement income could look like. Many people have multiple pensions from different jobs, lost paperwork or simply don’t know how their current plans are performing. Our aim is to give you a clear, easy-to-understand overview so you can make informed decisions about your long-term financial future.Why Review Your Pension?
- ✔ Understand how much your pensions are worth
- ✔ Check if your current pensions are performing well
- ✔ See if fees or charges are affecting your growth
- ✔ Identify missing or old workplace pension pots
- ✔ Explore tax-efficient retirement planning options
- ✔ Make sure your plans align with your future goals
What a Pension Review Covers
- 📄 A full review of your existing pension pots
- 📊 Performance comparison and growth tracking
- 💷 Fee and charge analysis
- 🔍 Identifying any lost or forgotten pensions
- 🗂 Options for combining multiple pots
- 🎯 Retirement income planning based on your goals
Types of Pensions We Review
- Workplace pensions – old or current employer schemes
- Personal pensions – including SIPPs and private plans
- Frozen pensions – accounts no longer being paid into
- Stakeholder & group pensions
Common Reasons People Request a Review
Wanting Clearer Information
Many people simply don’t know what pensions they have or what they’re worth — a review provides clarity.Combining Multiple Pots
If you’ve had several jobs, you may have multiple small pensions. A review helps you see whether combining them is beneficial.Checking Performance
A review highlights how well your pensions are performing compared to expectations.Planning for Retirement
Understanding how much income your pensions could generate helps you plan confidently for later life.The Pension Review Process
1. Initial Discussion
We gather basic information about your pension history, goals and retirement plans.2. Information Request
We help you locate existing pensions, request up-to-date statements and gather key details.3. Full Review
We assess performance, charges, projections and potential improvements.4. Summary & Options
We provide a clear breakdown of your pensions, expected retirement income and available options.5. Next Steps
Once you understand the full picture, you can decide how you want to move forward.Common Challenges We Help With
- ✔ Lost or forgotten workplace pension schemes
- ✔ Poor performance from old pension plans
- ✔ Multiple small pots from different jobs
- ✔ Outdated or unclear pension documents
- ✔ Difficulty understanding projections and retirement income
Get Started
If you want clarity on your pensions or a better understanding of your retirement outlook, NexGen Finance can help you review everything clearly and confidently. Contact us today to begin your pension review.🧮 Mortgage Calculator for Buyers and Homeowners
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