We provide efficient advice and administration for a wide range of pension products, including personal pensions, SIPPs, workplace pensions, and drawdown arrangements. Our services include:

• Obtaining authority on your pensions and gathering information, to produce an overall “what you have” report.
• New pension application processing
• Pension transfers and consolidation support
• Contribution administration
• Provider and scheme liaison
• Retirement and drawdown administration
• Pension benefit and valuation requests
• Risk profile
• Where to invest your pension / review of existing investments
• Annual review preparation and reporting