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Ask our pension experts any question you like. We will talk you through the review or planning process and establish what's important to you.
Get expert pension advice
Your adviser will write to your current pension providers, with your authority, and obtain the required information for the review.
Get your retirement on track
Your pension adviser can build you a new retirement plan or help with drawing down funds to support your retirement objectives.
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.
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
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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.
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.
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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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