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Personal Pensions

Retire in comfort !

In a world where everyone is telling you that you need to be putting more money aside into you pension, our Pension Review Service’s first priority is to make sure that the money you have already put away is working as hard as possible for your future.

We do this by:

  • Assessing the charges that are taken from your plan

  • Ensuring that your fund objectives are correct for you and your attitude to risk

  • Making sure that the funds you invest in are the best possible

  • Projecting your current provision through to your preferred retirement date

No pension?

Without some form of pension planning, you probably will not be able to retire with the income and lifestyle that suits you. If you don't have a pension we have some cost-effective solutions to get you onto the pension ladder.

Could you live on just £82.05 a week?
This is all that the state will pay you.

With a personal pension plan, you can make provision for your retirement, enabling you to choose when to retire as well as how much income to receive, enabling you to decide the lifestyle that suits you best. The choice is yours.

Compare Pension Plans !

With an increasing number of flexible contribution plans on the market today, we can help you find the right pension for your circumstances at the best price.


The most cost Effective, Flexible and Secure way to plan for retirement.

  

Would you like Quotes on:
New pensions   Yes    No
Reviewing existing pensions
(including pension simplification)
  Yes    No

Do you have one or more:
Occupational pension   Yes    No
Personal pension   Yes    No

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Forum Wealth Management Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.

Sage Financial Services Ltd is entered on the FSA register ( www.fsa.gov.uk/register ) under reference 150452.

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