Pension and Investment Review Service

  • Are you concerned about the performance of your pensions or investments?
  • Would you like your investments to be as tax efficient possible?
  • Are you retiring in the next five years?
  • Are you concerned that you will have sufficient to retire on?
  • Would you like to simplify your personal administration?

If the answer to any of the above is ‘Yes,’ you may need the Bridgewater Pension and Investment Review Service.

What do we do?

We will obtain full details of your pensions and investments and collect these into a single schedule so that you can easily see what you have. Each of your plans will be analysed so that you have a clear idea of how much they cost, how they are invested, any guarantees that apply, how much is payable on death and what you can expect when they mature. We will also check that they are structured as tax efficiently as possible. The investment risk of your current plans will be compared with your requirement.

Once the details have been reviewed you will be provided with a telephone consultation with a fully qualified independent financial adviser who will go through your plans and options with you. The initial review and telephone consultation are provided entirely free of charge and without obligation.

If it is appropriate to consider making any changes the adviser will explain these to you and the costs for doing so. Should you wish to proceed you will be provided with a full written report. Bridgewater will take care of all of the paperwork for you and provide a level of follow up reviews that will be agreed with you.