Managing your UK pension
Having already transferred your UK pension to a QROPS, the chances are that your funds have not been growing as expected.
The high commissions charged by many unexperienced financial advisers and combined with poor investment strategies can produce “toxic” results that can harm the long-term performance of your pension.
This makes it essential for QROPS holders to urgently review the performance of their pension portfolios as well as the credentials of their adviser due to regulatory changes.
We have years of experience in managing investments within QROPS.
Our fiduciary arrangement is clear, to select funds within your portfolio that are leanest in terms of charges and top performers in their category. We actively monitor your investments and provide you with regular updates and reviews to capture opportunities within your portfolio.
Being fee-based ensures we deliver the best available solution. Should we receive payment for any transaction we arrange, we offset this against any chargeable fees.
As a result our approach is comprehensive and tailored.
Managing your portfolio
Ask for a free professional review of your QROPS policy with our in-house Financial Strategist. You can test our services free for six months as we are confident that you will want us to continue to manage your portfolio, just take a look at our Client Testimonials.