Welcome
to Financial Elite's free Pensions IFA service:
Please note: We
are not a pension company, and we cannot give you specific information about
your policy. We offer an advisory service (see below). For specific
enquiries about policies, call your pension company's customer services.
If you have
an older pension
plan (indeed you may be funding one) you may well be wondering if its performance or
charges are of an
acceptable standard. Many pension policies were
sold with built-in high charges which may not have been made too clear
at the time.
Also, the significant changes after pensions A-Day in
April 2006 massively improved many people's pension options and
opportunities. Basically, anyone with an older personal pension, an AVC
or FSAVC, or an Executive Pension ("EPP"), Section 32 buy-out
plan or Retirement Annuity contract (RAC) should at least have it reviewed by a qualified
pensions adviser to look at its costs and performance, in comparison
to today's efficient pension options. Why waste money on a poor
performing pension when a switch might improve your pension fund by £,000's over the
years?
Or, you may be about to take your benefits from one
or more pensions and do not know about your options: whether to accept
an annuity offer from them or look for a better one on the open market?,
what about 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. He (or she) can help you through the pensions maze
calmly and with clear explanation.
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 a detailed 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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