Welcome
to Financial Elite's free IFA brokerage service:
Equitable Life pensions policies:
Notice: We
are not Equitable Life. We cannot
give you specific information about your policy, but we offer an
advisory service (see below). If you need to find out specific
information about your policy, call their customer services
on 0845 603 6771.
If you have an Equitable Life
pension plan we suggest you should at least have it reviewed by a qualified
pensions adviser to look at its costs and performance, in comparison to
today's stakeholder-style pension options.
It may be that now you can afford to transfer out. A
typical scenario for someone with an Equitable Life pension in the
with-profits fund may be that they can now transfer out for only a small
penalty, e.g. 5%. If low returns are expected on the with-profits fund
in coming years, couldn't that penalty be recovered (and more) quite
quickly? It is probably worth asking a pensions IFA his opinion on your
situation.
Whether you
are in the with profits fund or in unitised funds, why waste money on a
poor performing pension when a switch might improve your fund by £,000's over the years?
Or, you may be about to take your benefits your
pension and do not know about your options: whether to accept
an annuity offer from Equitable Life or look for a better one on the open market,
the different annuity options you should consider, or indeed whether you
should look for an alternative to an annuity altogether!
We offer a FREE service matching you with a fully
qualified Independent Financial Adviser ("IFA") who has the
right pensions qualifications and experience for your needs, and is
local to your home or work.
An initial
discussion will be free of charge or obligation. Frequently, a simple
review of your pensions situation, with basic guidance
on your options, will also be available at no cost - ask the adviser
(this would not apply to detailed a review or complicated situations).
Just complete the
simple form on the right of this page and we will recommend
the right IFA to you, who will contact you same or next working day to
discuss your case.
To
take advantage of this offer to evaluate your current pension position,
just complete the form on the right of this page!
Financial
Elite Limited is not a firm of financial advisers, We do however have
extensive experience in the fields of financial services and client
relationship management, and have the expertise to assist you in finding the right IFA so
that you
receive high quality advice specific to your needs. Just complete
the form and we'll do the rest.
Financial Elite Limited- 2008
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