HomeOur Aim
There is no getting away from it, pensions are complicated!
As retirement planning specialists, our aim is to make your life easier when is comes to your retirement planning. To do this, our report shows a few fundamental things:
- The current value of your pensions
- A projection of what they might be worth when you retire
- Information on how they have grown
We want to reduce confusion and show you what level of retirement income you can look forward to.
How it works
At Investment Sense we like to make our retirement planning services as easy as possible for you.
All you have to do is print the questionnaire – the link is below – complete it, and send it back to us.
Retirement Planning questionnaire
The retirement planning questionnaire should take no longer than five minutes. Don’t worry if you can’t provide policy numbers for all your pensions, we can usually track them down providing we have your National Insurance Number, your date of birth and the name of the pension provider or your employer.
If your current employer provides you with a pension, please do not forget to include details in the questionnaire.
We will then contact your pension providers, just for the information we need to compile our report
Once all information is back with us we will produce our report and send it to you in the format you have requested.
It really is that simple, and remember this service is completely free, with no hidden charges or strings attached!
The small print
As with all financial arrangements there has to be some small print, we don’t want to make it too small though, so here it is:
The report is for information purpose only, once you have read your report, advice can be requested. Remember there is no initial fee or obligation.
If we are unclear about what your requirements are, we may contact you by telephone or email for clarification. This will help make the report more accurate and useful to you.
We guarantee that your information will be treated confidentially and will not be passed to 3rd parties.
Retirement Planning questionnaire
