Email UsPaul Young - Independent Financial Advisors in Harrold, Bedford

Pension Improvement Reviews

Despite all the bad news you hear or read about pensions, it's a fact that they are still a tax-efficient way of saving for retirement.

Our research shows that many pension plans have the combined evils of poor investment performance and high charges.

Download for Free A Brief Guide to Pensions by Andrew Gardner of Paul Young IFA

Andrew Gardner - (Partner, FPC, MAQ, G60. Pensions simplification)

 

As part of our Pension Improvement Review service we offer an initial consultation, at our expense, in which we will assess  the current state of your pension plans and make detailed recommendations to improve their performance.

 

If our analysis shows that you can optimise the investment returns of your pension plans and / or lower your pension administration costs we will say so.

  
 

A Brief Guide to Pensions by Andrew Gardner

I have produced a simple guide, which you are free to read or download. The guide is written in plain English and is intended to give you a basic
explanation of what pensions are all about and the different arrangements available. I do hope you find it useful.

If you meet the criteria for a Pension Improvement Review (see page 11 of the guide) and you would like to have a review. Simply complete the enquiry form and return it to me, or email pensions@paulyoungifa.co.uk

If you do not want to read the guide but would like to apply for a pension improvement review you can contact us initially on pensions@paulyoungifa.co.uk   or complete the Pension Improvement Review enquiry form.

 
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A Brief Guide to Pensions by Andrew Gardner of Paul Young IFA

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The Pension Improvement Review Enquiry Form

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Click on the PDF icon to view or download the file.

 
     
  

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Paul Young Independent Financial Advisors is authorised and regulated by the Financial Services Authority. FSA Registration No: 114395

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