The achievement of your goals in life is often intrinsically linked to your finances. If you are like most of our clients, you are probably focused on your business or your work. You are probably so busy doing this you have not had proper opportunity to consider what you really want to do during your lifetime, or if you could really afford to do it.
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Most pensions are not reviewed regularly, or even at all. In some circumstances the advisers who set up the pension will not have reviewed it since.
If you are still paying into a pension, or if it is currently dormant, it is very likely that you will be paying management charges whilst not achieving the best return on your investment. The combination of charges and low growth mean that your dormant pension may be losing money rather than growing as intended. According to a recent report by Bestinvest it was found that over £31 billion of investments across 113 different funds were actually losing money rather than growing.
These underachieving funds are spread across many household name pension providers, however if you have dormant pension funds with any provider, it is very important to review them.
It is more important than ever to get your pension portfolio up to date and performing as well as possible for you.
Financial Planning Service
While we like to encourage and develop a relationship with our clients, if you are considering a one off financial transaction and would like a professional to help you through the process we are here to help.
The Cadde team is on hand to assist you with any financial transaction which you may conducting, and we may be able to simplify the process and make it easier for you.
Please contact the team if you believe we can be of assistance.
Much of the guidance and advice given by our advisers is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. We are not regulated to provide such advice or guidance to anyone not based in the UK. Please note that past performance of investments is not necessarily indicative of future performance and that the value of investments may fall as well as rise.