Would you like Something for Nothing?

AAM UK Pension Audit

Would you like Something for Nothing?

If you don’t have your Optimum Pension, your retirement security may be at risk.

Would you like us to help to check this – with no charge or obligation?

It’s possible you paid a high price for your pension, you’re paying too much in fees, and your entire portfolio is being restricted by these charges and to make matters worse the impact may be hidden from you because the charging structures many people are subjected to are deliberately opaque.

Perhaps you have multiple pensions which are not only difficult to keep track of, but you are also paying several lots of fees.

Or it could be that you are in the wrong investments and will have little chance of achieving your goals.

How can you be sure your retirement is secure?

If you have a UK pension or QROPS worth over £50,000, we would like to offer you a complimentary Pension Audit prepared by our Wealth Solutions team. Your Pension Audit will show:

  • the current value of your funds
  • what you can expect to receive in retirement
  • if you have the Optimum Pension for your circumstances and plans, particularly:
    1. can you take your retirement income how and when you want?
    2. what the impact of tax will be on your retirement plans
    3. if your portfolio is in line with the level of investment risk you are comfortable with
    4. will your loved ones be protected if you pass away?
    5. are you getting value for money?

Your detailed Audit report will clearly illustrate if our approach to pensions and investing can further increase your returns and improve your financial flexibility.

How can you get your Pension Audit?

To receive your Pension Audit and secure your retirement, request a personal consultation now, and schedule it at your convenience – it’s complimentary.

At the end of your consultation you will be under no obligation whatsoever to commit to any further consultation or to take any action at all.

Remember, the risk of doing nothing is the biggest risk of all.

Disclaimer:

This article is an op-ed piece by Ian Black. The views expressed in this article are those of the author and do not necessarily reflect the views of AAM Advisory Pte Ltd. This document/article should not be construed as an offer, solicitation of an offer, or a recommendation to transact in any securities/products mentioned herein. The information does not take into account the specific investment objectives, financial situation or particular needs of any person. Advice should be sought from a licensed financial adviser regarding the suitability of the investment product before making a commitment to purchase the investment product. Past performance is not necessarily indicative of future performance. Any prediction, projection, or forecast on the economy, securities markets or the economic trends of the markets is not necessarily indicative of future performance. Whilst we have taken all reasonable care to ensure that the information contained in this document is not untrue or misleading at the time of publication, we cannot guarantee its accuracy or completeness. Any opinion or estimate contained in this document is subject to change without notice. The above report may contain data obtained from third parties and as such we cannot guarantee the accuracy of this data.

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