Pension Charges Review


With this template letter (Microsoft Word format) you simply fill in the blanks, print and post to your pension provider(s) and they will send back the information you need in order to compare your contract with those available in the open market.

Once the information has been returned from your  you’ll be able to fill in the blanks on the spreadsheet. You’ll know exactly how much you are paying to the provider, to the  adviser and to the fund manager.


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