Your Annual Reviews

Welcome to this webpage we have set-up to provide you with information about the Annual Reviews for the Dentsu International Aegon Workplace ARC SIPP (the “WPARC SIPP”).

Please see the topics for discussion below.  We will e-mail you separately the available dates and times to meet with Chris or Edward for your Review Meeting, at which you are welcome to also discuss any other related matters, whilst reviewing:

  • your retirement income objectives and how to target this most effectively
  • your investment risk
  • investment fund choices – importantly, the re-balancing of your funds to the latest portfolio
  • performance / returns on your funds
  • contribution rates and maximising your tax reliefs

The provision of the Patterson-Mills consultancy is paid for by your Employer as an additional employee benefit; thus, the Review Meeting is free to you, no cost whatsoever.

Please note that if no times are showing on a specific date, it will mean it is fully booked up.

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 – 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 links below

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