Welcome to this webpage we have set-up to provide you with information about the Annual Reviews for the Fintilect Group Personal Pension (GPP) which we have established with Aviva. Here, you will be able to access items from your annual review pack online from anywhere, home or office (even holiday!).
You are also invited to take up an opportunity to meet with Chris Rathbone for a review meeting, at which you can discuss any other financial matter of interest to you, as well as reviewing:
All these things matter greatly over time and are so easily left to discuss when it’s too late! Fintilect pay for our consultancy, so the review meeting is free to you at no cost whatsoever. So, you really should take up the opportunity to review things with our Consultant, Chris Rathbone. To do so, please book a meeting using one of the links in your e-mail to arrange a date and a time slot for your Pension Review.
If there are no times available, it means they are all booked and you will be contacted with additional dates where necessary.
In the meantime, the following points should be of particular interest in relation to your pension fund and financial objectives to be discussed at your Meeting.
1) Investment performance charts – showing relative returns of our longer-term risk-rated portfolios
2) Attitude to risk (ATR) selection – discussing the recommended choices of asset allocation in relation to investment risk for the various other risk levels and terms to your Target Retirement Age (TRA)
3) Re-balance letter of request – will be offered to you for signing-off and returning to us either at your online meeting or by e-mail to us at any time
4) Guide to pension changes – discussion of any changes being brought into law from the Budget
5) Our Financial Magazine – our very own money management publication that you may find an interesting read. Please download it from this page using the link below
