Archive for July, 2009

Brittanic Pension | Barclays Life |Abbey Life Pension| Midland Life Pension | NATWEST Pension | Self Invested Personal Pensions etc

Brittanic Pension | Barclays Life |Abbey Life Pension| Midland Life Pension | NATWEST Pension | Self Invested Personal Pensions etc

If you have a Brittanic Pension you must take action today!

It’s now 2009 and the decade seems to be slipping away, however the old problems of poor performing and high charging Pension Plans do not seem to go away.

Despite the regulator asking more and more of the industry there seems to be no notice taken at all. Should that surprise us. All is not lost though, there is some action you can take.

We have a dedicated page for PENSION reviews and we have a Free Report for you.

For those of you that are taking Financial Planning Advice from many of the major Banks or Building Societies, you should  note that what has been provided is not actually Financial Advice, but  Product Advice normally from a narrow band of products. It might feel that you have received Financial Advice, however I can assure you it is not. Can I prove it, of course, make contact with me and I will outline the differences.

On a further note:-

If you have Pensions with  Scottish Provident, Equitable and along with the likes of Guardian and any of the Major Banks and Building Society’s you should act now to have these reviewed before it is too late and you retire. There is a lot to be achieved by moving/reviewing these plans.

Finally – Self Invested Personal Pensions are one of the most oversold and possibly inappropriate kinds of Pension for many. Let me review yours and I will provide guidance. It seems that some (at least one of the major Banks ) are heavily targeting the sale of these and for many they are just  not appropriate.

We do not charge for our initial advice and guidance.

As always – 0845 226 9106 to contact me .

Pearl Assurance Pension | National Mutual Life| Abbey Life Pension| Midland Life Pension | NATWEST Pension | Self Invested Personal Pensions etc


If you have a PEARL ASSURANCE Pension you must take action today!

It’s now 2009 and the decade seems to be slipping away, however the old problems of poor performing and high charging Pension Plans do not seem to go away.

Despite the regulator asking more and more of the industry there seems to be no notice taken at all. Should that surprise us. All is not lost though, there is some action you can take.

We have a dedicated page for PENSION reviews and we have a Free Report for you.

For those of you that are taking Financial Planning Advice from many of the major Banks or Building Societies, you should  note that what has been provided is not actually Financial Advice, but  Product Advice normally from a narrow band of products. It might feel that you have received Financial Advice, however I can assure you it is not. Can I prove it, of course, make contact with me and I will outline the differences.

On a further note:-

If you have Pensions with  Scottish Provident, Equitable and along with the likes of Guardian and any of the Major Banks and Building Society’s you should act now to have these reviewed before it is too late and you retire. There is a lot to be achieved by moving/reviewing these plans.

Finally – Self Invested Personal Pensions are one of the most oversold and possibly inappropriate kinds of Pension for many. Let me review yours and I will provide guidance. It seems that some (at least one of the major Banks ) are heavily targeting the sale of these and for many they are just  not appropriate.

We do not charge for our initial advice and guidance.

As always – 0845 226 9106 to contact me .

Richard Smith

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