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Ongoing Service
In today’s ever changing pensions environment, regular contact with advisers is important in order to avoid shocks when approaching retirement in case things aren’t quite as rosy as expected.
We offer a series of regular one to one meetings or reviews which can be carried out as frequently as desired and can consider the individual’s overall pension position, assess the executive's risk profile, review pension investments, provide projections of pensions or plan contribution rates.
Any regulated investment advice will be provided by a member of Barnett Waddingham Investments LLP which is authorised and regulated by the Financial Services Authority.