Your Free Report...!

We offer a Free Report simply to provide you with some clarity on your existing pension arrangements. It is not intended at that time, as a full and complete financial review of your situation.

Why a Free Report?

As Independent Financial Advisers we are duty bound to provide best advice and offer you the choice of either

(a) paying for our advice or (b) allowing us to receive a commission from a provider.

We have made a very clear, conscious business decision NOT to charge for our initial report. This allows us to provide a unique and impartial service adding value to our expertise for our clients who we hope will stay with us for many years to come.

Our advice is provided with no obligation and you do not have to act on it.

What happens next?

Once we have received the relevant information there are normally three options to consider:

1. We recommend that you leave the pension where it is

    and do nothing

2. We recommend that you leave the pension where it is

    but look at other funds that may be on offer with your

    provider

3. We recommend that you transfer the pension in full to a

    new provider*

    * where point 3 is our best advice we can mutually

       agree on our fee basis - a flat fee or commission

       based (see above).

The ‘commission option’ would normally include an ongoing amount which we use to monitor and review your pension annually. This also means that there is no need for us to charge you any further fees directly.

If you do not wish to take our advice to proceed with the transfer then we still do not charge a fee.

What can I expect from pension-review.com?

If you agree with our recommendation we will research an appropriate pension company for your transfer. We complete all the application forms on your behalf ensuring that the application process is as stress free and simple as possible.

You’ll also receive a full report detailing the reasons for our recommendations and how they are suitable for you. This will also include any other important areas we have discussed as part of our review.

At all time we keep you up-to-date with the application; we are always just an email or phone call away should you need to speak to us urgently.

If you’d like to discuss the process, our full range of services or any other areas where we may be able to help, please call or complete the enquiry form below.

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.