🏦 Pension Reviews in Canterbury

Understand and Consolidate Your Pensions Clearly

Already have multiple pension plans or want to start planning ahead? We make pension clarity easy. Serving Canterbury, St Dunstan’s, Wincheap and Hales Place, we guide you through tracing pensions, considering consolidation, and mapping retirement options — and how remortgaging may support your plans.

📋 How We Can Support

• 📝 Identifying and reviewing your existing pension schemes
• 🔍 Tracking down lost or forgotten pensions
• ⚖️ Evaluating whether consolidation is right for you
• 📖 Explaining pension types and jargon in plain language
• 📊 Modelling retirement timelines and income scenarios
• 🏠 Considering remortgaging to help supplement retirement income — where suitable

👥 Who We Help

• 👨‍💼 Individuals with pensions from past employers or private plans
• 🧑‍💻 Freelancers and self-employed professionals
• 🎯 Anyone 40+ looking ahead toward retirement goals
• 🤔 Anyone uncertain about what pensions they hold or their worth

❓ Common Pension Questions

🔹 Can I merge all my pensions into one?

Possibly — but it’s vital to evaluate fees, benefits and fund performance. We’ll help you through the assessment.

🔹 What if I can’t remember all my pension providers?

We’ll guide you through tracing services and provider contact methods to recover lost pension pots.

🔹 Can I take my pension earlier than age 55?

Typically not unless specified, and early access may reduce long-term income. We’ll help explain options clearly.

💡 Thinking about Extra Funds? Remortgaging May Help

If you’re considering unlocking equity in your home, the advisers we introduce can assess whether remortgaging could boost your retirement planning effectively.

🚀 Next Steps

Want clearer pension insight or to discuss all your options? Reach out, and we’ll guide you and connect you with an FCA-regulated adviser when you’re ready.

⚠️ Important: We do not provide regulated financial advice. We act as an introducer and may receive a fee for successful introductions.