Process Test

Call

An initial telephone call to outline your situation. We will let you know if it’s worth pursuing

Proceed

We will analyse headlines for your personal situation

Headlines

They are provided to you in writing in plain English on 2 pages

Analyse

We will conduct our full analyse and assess the right scenario and likelihoods for each of the following:

  • Your likely outcomes, risk, and worse case scenarios
  • Staying where you are
  • The effect of the Pension Protection Fund
  • The effect of taking early retirement
  • Outcome of transferring out
Results

Share the results of the analysis with you and agree which option is best for you

Action

We will help you implement the outcome/action that’s right for you

Manage

We can provide ongoing advice, support and investment management