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Its time to review your investments and pensions!  
If you are considering retiring within the next few years you should review the funds that your pension funds is invested in to see whether any changes are necessary.

People who are approaching the point when they take benefits from their pension plans may wish to avoid the risk of any short term falls in the stock market or the impact of movements in interest rates. These factors can adversely affect the size of your pension fund at retirement and the levels of pension income you are able to receive.

One way of reducing these risks is to switch all or part of your portfolio into Cash Funds, Gilt Funds or Fixed Interest Funds. If you are contributing to your pension fund on a monthly basis you may also wish to change your current investment instructions.

If you would like us to help you review your current pension funds please do not hesitate to contact us. We do not charge a fee to review your existing investments and pensions.

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