Pension Performance Review™
We specialise in helping our clients put together a proper investment strategy for the money that they already have in their pension so that they can enjoy a more secure retirement.
To help our clients do this we created the Pension Performance Review™.
The Pension Performance Review™ is a fee-based, objective analysis of your risk profile, your investment objectives, your expectations, and the performance of your pension investments. Simply put, we assess the current status of your pension plans, and make detailed recommendations to try and maximise their performance.
Take Control and Improve Returns
Pension Performance Review (PPR) is a 3 stage systematised service (not a product) only provided by certain licensed Independent Financial Advisers. It aims to give clients improved returns from existing pension funds as well as clarity of their current position and possible future returns. It uses advanced asset allocation techniques to diversfy risk and improve performance.
STAGE ONE
PPR measures client attitude to risk & reward and contrasts their existing pension holdings with an advanced, client specific, risk based asset allocation model. It then creates an ideal, client specific portfolio, using advanced asset allocation techniques designed to minimise risk and maximise returns - based on client objectives.
STAGE TWO
It reports in detail on current values, charges and fund performance and a projection of future entitlement. It then compares this with what could have been achieved under PPR.
STAGE THREE
It amalgamates all existing client arrangements into one plan invested on a wrap platform (currently provided by Skandia who offer 24/7 web based information on their 472 funds from nearly 50 managers) and reports to the client each quarter on ongoing performance recommending any necessary changes to client holdings.
Advantages to Clients:
Clients know exactly what they have, what they are paying for and what they are likely to get. A typical client starts out with 4 or 5 plans with different retirement dates and is uncertain what future benefits are likely to be. PPR provides CLARITY.
Several plans lead to several reams of often unintelligible paperwork. PPR provides one plan and SIMPLICITY.
The information on charges and performance data issued by many providers is often unintelligible. PPR demonstrates VALUE.
Many clients have no idea where their money is invested and existing holdings often bear no relationship to client attitude to risk and reward. This lack of information provokes apathy and frustration. PPR provides quarterly performance updates giving clients CONTROL.
The wrap offers over 472 funds from nearly 50 fund managers with no switching charges. This gives clients significant CHOICE & FLEXIBILITY.
To arrange your Pension Performance Review email us now enquiries@abrampartnership.co.uk
