Pension Confusion

Mr S from Manchester states:

“.. Like many people I have moved Employer a number of times. Without realizing it, I had ended up with 5 separate pensions. With each of them writing to me at different times of the year I had no real idea of how they were doing or what I could expect at retirement.

With such confusion my main objective was to consolidate all my pensions into one place, keeping as much flexibility as possible.

pension-review.com helped me achieve this - and more. They tailored the investment strategy to my own requirements and explained what they were doing at every stage.

My pensions are now in one place and much more manageable. I’m looking forward to my next review meeting with the team.”

With-Profit concerns

Mr T from Surrey writes:

“.. Many thanks for your efforts in sorting out my pensions, both invested in With-Profits - which I had read some bad press about.

The team at Knight James reviewed both then recommended that I keep one going as there were guarantees applicable and move the other as I was disappointed with the bonuses that had been added recently.

Once again, thanks for the help and making it all seem so straightforward.”

High Charges

From Mr B from Bridport, Dorset:

“.. I had a frozen pension that I was concerned about. Within two weeks I had an easy-to-read report showing me how much of my pension fund was being wasted away in unnecessary charges.

Not only that - the fund was performing poorly - so in reality I was getting nowhere fast. pension-review.com has changed that. I have now moved the pension to a new provider with much fairer charges and a wider choice of funds.”

Knight James Limited is an appointed representative of

Burns-Anderson PLC, 27 Great George Street, Bristol BS1 5QT which is authorised and regulated by the Financial Services Authority.

©Knight James Limited.2007. All rights reserved.

Case Studies