Arrange a pension review and get your free report & an online meeting (via Teams/Zoom) to discuss the findings with an independent, authorised and regulated pension expert.
*Subject to availability / limited appointments
Download A Sample Report Get Informed - Register Your Interest
Review the past performance of your investments. You may be able to move your funds into alternative investments.
Check what annual, platform and fund management fees you're paying. Are you getting value for money?
Check how much investment risk you're taking. You might want to take more, or less risk, or invest in different markets.
Are you looking to combine your old workplace pensions into one pot? Let's discuss the pros and cons.
We can forecast your retirement income with cash flow modelling to help you choose when to retire.
Our advisers can show you the most tax efficient way to draw your pension income & discuss annuities.
Book in your call back below
Select a date and time for a call back. We will talk you through the review process and introduce you to your expert pension adviser.
Get expert pension advice
Your adviser will write to your current pension providers, with your authority, to obtain the required information. A full report will then be prepared for you.
Is you pension on track?
Your pension adviser will present the findings to you. Past investment performance data will be provided to discuss with your adviser.
Limited adviser availability due to high demand - register now to avoid delays
Our carefully selected, FCA regulated friendly pension advisers are available to answer your questions, provide expert advice and make recommendations. A professional pension review is a fantastic opportunity to learn more about your retirement pot, so take us up on our offer of a free review.
You can speak to us by calling 01142 050 005 or book in your pension review today by following the link below
When it comes to pension advice you can choose to speak with a Restricted or Independent Financial Adviser.
This is a personal decision and one we can explain to you in more detail over the phone, once you request a pension review. We only offer Independent advice.
Restricted advisers choose to be restricted and tend to specialise in carefully selected providers, making them experts in the products they recommend.
An adviser offers restricted advice when they work with or for a company (or network) and only offer advice on the products that the company offers.
Advisers that provide independent advice can consider all types of retail investment products which could meet your needs and objectives.
Some Independent advisers still only focus on products and providers they are most familiar with, and advice costs can vary.
A professional pension review is a fantastic opportunity to learn more about your retirement fund, so take us up on our offer of a free detailed report.
Once you’ve decided to learn more about your existing pension arrangements just schedule a call with us. Follow the instructions on the website to register your interest.
Our secure portal enables us to securely communicate and share information with each other throughout the entire financial planning process, with total privacy.
Once we’ve received your information back from the existing providers we will prepare the report and then contact you to book in a video call. This is a longer meeting, typically an hour.
Once our recommendation report is ready, we will email it to you in advance of the presentation meeting. We will also provide you with a detailed “Financial Overview” report.
If you are happy to proceed, and you are clear on our fees, our advice will be implemented. Sutherland Financial Planning will become your appointed Financial Adviser.
A professional pension review is a fantastic opportunity to learn more about your retirement fund, so take us up on our offer of a free detailed report.
Once you’ve decided to learn more about your existing pension arrangements you just need to schedule a call with us. If you haven’t already, follow the instructions on the website to register.
Our secure portal enables us to securely communicate and share information with each other throughout the entire financial planning process, with total privacy.
Once we’ve received your information back from the existing providers we will prepare the report and then contact you to book in a video call. This is a longer meeting, typically an hour.
Once our recommendation report is ready, we will email it to you in advance of the presentation meeting. We will also provide you with a detailed “Financial Overview” report.
If you are happy to proceed, and you are clear on our fee structure, our advice will be implemented. Sutherland Financial Planning will then become your appointed Financial Adviser for the funds.
This website is owned and operated by Sutherland Financial Planning Ltd - Company number 15361594
Sutherland Financial Planning Ltd is authorised & regulated by the Financial Conduct Authority under FRN 1019359
Registered Office 176-178 Pontefract Road, Cudworth, Barnsley, England, S72 8BE
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