1. Reviewing the Health of your Pension SavingsCheck the
progress of your pension and retirement savings. Note all sources
of income State Pension Workplace and Personal Pensions
2. Reviewing the Health of your Pension Savings Trace lost
pensions List any job where you contributed to the pension Did the
employer contribute also? Check the current value.
3. Reviewing the Health of your Pension Savings Make the most
of your pensions Tax free lump sum Maximise tax allowances Review
funds and their fees Get professional advice
4. Reviewing the Health of your Pension Savings Mind the gap in
your pension savings. Increase the value of your pension fund
Consider joining employer scheme (if there is one) Set up your own
personal pension plan
5. Reviewing the Health of your Pension Savings Improving your
pension's performance Increase your savingsClaim all tax
reliefReview how fund is investedAre the fees too large?Get
professional advice from qualified experts.
6. Reviewing the Health of your Pension Savings Improving your
pension's performance Increase your savingsClaim all tax
reliefReview how fund is investedAre the fees too large?Get
professional advice from qualified experts.
