Welcome to this webpage we have set-up to provide you with information about the Annual Reviews for your Whistlebrook SIPP which we have established with Aviva. Please read through the below and be sure to book your meeting.
You are also invited to take up an opportunity to meet with Chris 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! Whistlebrook 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 one of our Consultants, Chris Rathbone or Edward Mills, and to do so, please look out for our invitation that is emailed with online calendar dates and times, from which you may choose the best time to suit you.
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) Update on pension changes – a briefing about any relevant pension rule changes
5) Our Financial Magazine – our very own money management publication that you may find an interesting read
