Pension Review Service
Ensure your pension reaches peak performance
Understand how your pension is performing and discover ways to improve your retirement outlook with independent pension advice.
Could your pensions be performing better?
Are you saving enough for retirement? If you plan to retire abroad, do you know how to manage and get the most from your private or workplace pension scheme?
These are important questions to answer. But without regular reviews, you may be missing out on ways to maximise your pension's performance.
A pension review takes a close look at your current pensions, their value, fees, investment strategy, and overall performance. It helps you see if your savings are on track for the retirement lifestyle you want.
When we check your pension’s performance, we show you what’s working and where you could improve.
No matter where you are in your journey, our independent pension advice helps make sure your retirement savings match your long-term plans.
Why choose us for your pension review
A pension review can make a real difference to your future finances. Here’s what sets us apart:
Client services
Our award-winning team always puts your needs first.
Tailored advice
We give you personalised recommendations based on your retirement goals.
Expat pensions
We offer specialist advice to help expats make the most of their pensions and handle cross-border issues easily.
Global expertise
With offices worldwide, we help expats with local and international pension options, regulatory guidance, and easy cross-border transfers.
The benefits of an independent pension review
Pensions are a key part of retirement planning. A pension review can give you real, long-term value.
Some of the benefits include:
Assess performance
See how your pension fund’s investments are doing. A review can help you spot underperforming funds and find options that may better suit your goals.
Reduce fees
Besides investment performance, fees are a big factor in how much you get from your pension. A review helps you see your fees and find ways to save money.
Improve tax efficiency
The right strategy can help you pay less tax on your pension. A review can show you tax reliefs you might be missing out on and the best way to take your pension when you retire.
Simplify complex topics
If you plan to retire abroad or have several pension pots, managing your retirement savings can be complicated.
Pension transfers and consolidations can be helpful, but they are not always the best choice. Talking to an expert can help you understand your options and decide what’s right for you.
Are you saving enough for retirement?
Check if your retirement savings are on track. Our retirement calculator helps you estimate your pension income and see if it will be enough to support your lifestyle.
If your results are not what you expected, speak to one of our independent financial advisers about how to maximise your retirement savings.
How our pension review service works
Getting a pension review is simple. Here’s how it works:
Consultation
We’ll talk about your current pension plans and retirement goals, and gather the details we need.
Pension performance check
We look at your pension fund’s performance, what fees you’re paying, your investment risk, and your strategy to give you a clear forecast.
Recommendations
Our team offers independent pension advice and outlines your options to help improve your pension pot’s performance.
Ongoing support
We’ll keep supporting you with regular reviews of your pensions and retirement plans to make sure they match your goals.
Get independent pension advice
Pensions play a key role when planning for your retirement. Get expert guidance and make sure your pensions are performing at their best.
Pension Review FAQs
Your review looks at your current pension fund performance, fees, and investment strategy. Our experts will then highlight underperforming areas and changes you can make to ensure your retirement goals remain on track.
We suggest reviewing your pension every 12 to 24 months, or sooner if your situation changes. If you want a second opinion on your current retirement plans, we can help with that, too.
Yes. Holborn gives independent financial advice. As our client, you’ll get honest, unbiased guidance focused on what’s best for you.
Your pension, like other investments, is spread across the stock market and different asset types. The right investment strategy is key to long-term results. In our review, we’ll show you your options, suggest possible changes, and explain the pros and cons.