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Your pension healthcheck

Whether you are close to retirement or still a long way away, a formal pension review can often be very beneficial. Its important to not only check your investments are performing in line with expectation and your risk profile, but also you are on track to meet your retirement goals. You also need to ensure you are not paying too much in fees and understand what retirement options are offered by your pension.

 

If you are UK resident, and have more than £50,000 in your pension (s) , we are happy to offer you a complimentary pension healthcheck. 

 

Just fill in your details below, and we will contact you to arrange.  You will also be able to instantly download a copy of our "5 Key Pension questions" factsheet for free.

Piccadilly Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA) under number 974429. We are registered in England and Wales under company number 12727814 at 46 Hullbridge Road, South Woodham Ferrers, Chelmsford, Essex, England, CM3 5NG.  

 

If you wish to register a complaint, please write to Piccadilly Wealth Management Limited, 1st Floor, The Old Hospital, Saffron Walden, CB11 4ER  or telephone 0203 468 1775.  A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

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