How does it work? An Introduction
posted 8th April 2025
The Customer Journey - An Introduction
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.
You can:
- Review the Performance of your pension funds
- Check Annual Charges
- Evaluate Your Current Investment Risks
- Make Informed Choices
- Consider Consolidating Your Old Pensions
- Estimate Your Retirement Income
- Review Drawdown Options
- And Protect Your Legacy
There are 6 steps to the client journey.
STEP 1 – Get informed. Book in your free pension review to understand your pensions in detail.
STEP 2 – Create an online profile with us and upload the information we need to help you.
STEP 3 – Discuss the findings of the report with a qualified adviser. We will also email you a copy to keep. We may also ask for feedback via Trustpilot, on our free review service.
STEP 4 – Decide to accept formal advice from Sutherland Financial Planning, if desired. This is not obligatory and steps 1-3 are completely free.
STEP 5 – Advice implementation
STEP 6 – Receive ongoing financial advice, from Sutherland Financial Planning.
