Many pensions haven't been reviewed for years.
This checklist helps you see what to look for before speaking to an adviser.
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This Is Worth Checking...
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Who this checklist is for
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Aged 45+
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Have one or more pensions (workplace/personal)
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Haven't reviewed them in the last 2-3 years
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Want clarity before speaking to an adviser
If this sounds like you, this checklist will help you prepare before any conversations.
Takes 30 seconds.
Over 100 pensions reviewed this month.
What You'll Get From This Checklist
This checklist is designed to help you feel clearer and more confident about your pension, before speaking to a professional.
By the end of the guide, you’ll be able to:
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Understand what information you should already know about your pension
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Identify gaps or areas you may not have reviewed in years
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See how charges, investments and risk can affect long-term outcomes
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Understand your options around access, timing and flexibility
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Check whether your beneficiaries and planning considerations are up to date
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Feel better prepared to ask the right questions if you choose to speak to an adviser
This guide doesn’t tell you what to do.
Instead, it helps you:
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Organise what you already have
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Spot what may need attention
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Have a more informed conversation, if and when you decide to take the next step.
No Obligation. This checklist is for information only.