Step 3 - The free pension report discussion
posted 11th April 2025
STEP 3 - The free pension report discussion
This is usually a 45-60 mins video call.
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 will be required. We will discuss, in detail, all of your existing arrangements and in particular:
- The past performance of your investments
- Where your money is invested and how much risk you are taking vs. your attitude to risk
- What fees you are currently paying
- Accessibility of your pension and your current drawdown options
- What happens to your money when you pass away
- Tax advantages and drawdown implications
- Forecasted retirement income
- The possibility of pension consolidation, if you have more than one pension
- Clarification on whether or not your current workplace scheme offers advice
...and our advice fees, should you require a formal recommendation, following the report discussion.
You then will receive a copy of the PDF report to your email.
We will even pay YOU a £250 referral fee If you refer a potential client to Sutherland Financial Planning and the person you refer completes the free one hour initial review meeting.
Following our initial meeting, if you desire a formal recommendation, there is a charge of £250 to cover the work involved in the research and preparation of our formal recommendation, known as a Suitability Report. It’s a regulatory document and it takes us a few hours to prepare. However, the £250 administration fee will be waived entirely if you proceed with the implementation of our advice and become a client.
