Personal Pension Plans
Most clients will have some form of Defined Contribution pension plans. These types of pensions consist of personal pension plans, retirement annuities, work place pensions and employer money purchase schemes.
The Defined Contributions review consists of two parts; the first is obtaining full details of the pension plan and the second part is accessing how the plan fits with the clients needs.
Simple are happy to undertake the initial review at our own cost. Fees only become payable if the client accepts our recommendation and wishes to proceed. The fees can be paid out of the pension fund or directly from the client.
For further information, download the Simple Defined Contribution Advice Process document.