Annual Review Meetings
Welcome to this webpage we have set-up to provide you with information about the Annual Reviews for the Currencycloud Group Personal Pension (GPP) which we have established with Royal London. 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 or Edward Mills for a review meeting, at which you can discuss any other financial matter of interest to you, as well as reviewing:
- your retirement income objectives
- your investment risk
- investment fund choices
- performance / returns on your funds
- contribution rates
All these things matter greatly over time and are so easily left to discuss when it’s too late! Currencycloud pay for our consultancy, so the review meeting is free to you, no cost whatsoever. So, you really should take up the opportunity to review things with our Consultants, Chris or Edward and to do so, please look out for your email from us that contains a link to our automated online booking system. There, you will find the specific dates, timings and pre-booked room locations for a time slot during the Review period.
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.
- Investment performance charts – showing relative returns of our longer-term risk-rated portfolios
- 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)
- Investment confirmation letter – provided to you for sign-off in order to re-affirm your investment portfolio selection
- Guide to pension changes – discussion of any changes being brought into law from the Budget
- Our financial magazine – our very own money management publication that you may find an interesting read. Please visit this link to view our magazines and guides or see some of our guides below: