Welcome to this webpage we have set-up to provide you with information about the Annual Reviews for the [Company Name] Pension Scheme which we have established with [Insert Provider Name].
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, Charles or Edward 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! [Company Name] 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 Consultants, Chris, Charles or Edward and to do so, please contact [Name] at your [Insert Department] to arrange the date and 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.
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 Meeting or by post to us at any time
4) Guide to pension changes – a briefing booklet that details 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
