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Pension Review & Analysis

Tel: +44 (0) 333 344 9530
 

Pension Review & Analysis

At deVere United Kingdom, we can help you properly address the hurdles which come with financially planning for your retirement.

The fact is that pension changes introduced by successive governments have made the backdrop for UK retirement provisions very complicated. That’s where deVere United Kingdom comes in.

The options available for retirement and taking benefits have multiplied, often leaving investors with a basket of different pension arrangements, each with a different set of rules.  When combined with international mobility and today’s highly mobile workforce, the need for specialist expertise is essential to help investors navigate their finances through a complex web of local and international regulatory structures and tax laws.

The deVere Pension Review Service - Clear advice simply put   


How does it work?
 

Our team of specialists at deVere United Kingdom, will fully investigate all existing pension arrangements and, with that information, will recommend the most appropriate course of action for you.

In some cases, for instance, you may be better off leaving where they are.

If, on the other hand, transferring your pension turns out to be the best option, deVere United Kingdom will tell you why and fully explain in writing the reasons. In this way, you will be able to make an informed choice.

Moreover, if you are living abroad, a deVere pension professional will also be able to guide you through all the complicated legal and tax hurdles and currency risks associated with moving a pension overseas.

If you are receiving advice on transferring your pension benefit in the UK, you should make sure that you seek the help of a specialist. deVere United Kingdom has a dedicated team of highly qualified and experienced practitioners together with access to the latest analysis software, actuarial support and advisory tools. This will ensure that you receive the most comprehensive analysis and the sound financial advice you require.
 

Pension Specialists - What we do
 
An experienced eye is needed to evaluate existing pensions in order to investigate and understand how each individual pension works and to advise a client on the merits of their plan.
 
• How suitable is the existing pension?
• Can the benefits be improved?
• Are any changes required to meet your retirement objectives?
• Will any important benefits be lost?
• What about the impact of charges?
• What are the risks and do they match the investor's profile?
 
What to expect from a deVere adviser Analysis and Recommendation
 
• Undertake a comprehensive evaluation of your existing pension benefits 
• Assess your employer’s pension scheme funding and the risk your benefits may be reduced on a transfer, and the effect on any transfer value offered 
• Prepare a detailed report containing detailed analysis and recommendations 
• Compare your existing pension with the benefit you may get from a new pension arrangement 
• Provide a summary of the advantages and disadvantages of the recommendation 
• Improve your knowledge so you can make an informed decision about your pension 
 
Do you really need professional advice?
 
It can be difficult to make suitable decisions without advice, even when you are presented with all the information you need. So unless you are absolutely sure what to do, you should seek professional financial advice
 
We are aware that deVere United Kingdom and associated Group companies have been cloned and UK residents are being contacted by a fraudulent company/companies, using our company details, images and London office address. If you have any communication from anyone using the email addresses that DO NOT end in @devere-uk.co.uk or @devere-group.com, please contact us as soon as possible on [email protected] or directly by telephone on +44 (0) 333 344 9530.

In addition to this, we have also been made aware of unsolicited calls being made by unscrupulous organisations which claim to have been recommended to contact individuals following details being passed from deVere United Kingdom. What follows is usually an invitation to invest in a European IPO – often a recognised name, frequently an airline. If you are contacted in this way, please DO NOT allow the call to continue, take the person’s details and refer this back to us via the contact details we provide above – It is a boiler room scam, we will report this to our regulator. deVere United Kingdom does not share client data with third party companies, so being contacted in this way will not be as a result of an introduction from us.

deVere United Kingdom and deVere Mortgages are trading names of deVere and Partners (UK) Ltd, which is authorised and regulated by the Financial Conduct Authority FRN (469151). Auto Enrolment, Inheritance Tax Planning and Buy to let Mortgages are not regulated by the FCA.

deVere and Partners (UK) Limited are registered in England and Wales company registration number 05260529.
       
 
© 2011- 2017 deVere and Partners (UK) Limited. All rights reserved.
           
 

deVere United Kingdom does not warrant, either expressly or implied, the accuracy, timeliness, or appropriateness of the information contained on this website. The information contained in this Site is for general guidance on matters of interest only. The application and impact of laws can vary widely based on the specific facts involved and your country of residence. Before making any decision or taking any action, you should consult a deVere United Kingdom representative. deVere United Kingdom disclaims any responsibility for content errors, omissions, or infringing material and disclaims any responsibility associated with relying on the information provided on this website. No contractual terms are binding on the Company unless signed by a Director of the Company. This website is limited to the dissemination of general information regarding its financial planning and advisory services to individuals residing in jurisdictions where providing such information is not prohibited by applicable law. The publication of this website on the Internet should not be construed by any third party (including clients and/or prospective clients) as a solicitation to effect or attempt to effect transactions or the rendering of personalised financial planning or advice for compensation over the Internet or other means.