Pension Review Specialists' Four Step Process

Step 1 - Information Gathering Meeting
We will need to contact your existing pension companies on your behalf. This is so we can establish the type and value of your pensions and ensure we have the most up-to-date information.

In order for us to do this, we will make an appointment between yourself and our Pension Review Specialist to fill out our Pension Information Form. This will include your contact and policy information. The form takes a matter of minutes to complete and the appointment will be made at a time most convenient to you.

Step 2 - Receiving your pension information
Your Pension Review Specialist will contact the pension company on your behalf and send off the forms to request up-to-date information.

Step 3 - Consultation meeting
Once we have got all the necessary paperwork and information from your pension provider, we will get in touch with you to arrange an appointment. This will allow you to review your pension details and understand any next steps that may be applicable to you.

Step 4 - You decide what to do next
Pension Review Specialists, at your request, can introduce you to relevant pension opportunities that could enhance your current pension provision.

If you have a question ask PRS now on 01603 268080.

© Pension Review Specialists 2018