Services built around real retirement challenges

Each service addresses a specific need we've seen repeatedly in our practice. No fluff, no bundled extras you don't need.

Personal Pension Review

£387.50

A complete examination of your current pension arrangements, identifying gaps, opportunities, and risks.

What's included

Analysis of all current pension arrangements
Fee structure review and comparison
Performance assessment against benchmarks
Risk profile evaluation
Written recommendations report
One follow-up consultation

Who this is for

Anyone who hasn't reviewed their pension in over two years, changed jobs recently, or simply wants to know whether they're on track.

Pension Consolidation

£625.00

Merge multiple pension pots into a single plan. Reduce fees, simplify administration, and improve oversight.

What's included

Full audit of existing pension arrangements
Transfer value analysis
Platform comparison and recommendation
Transfer coordination and administration
Post-consolidation review
Ongoing monitoring for 12 months

Who this is for

People with three or more pension pots from previous employers who want simpler management and potentially lower fees.

Retirement Income Strategy

£845.00

Turn your pension into reliable income. Tax planning, withdrawal sequencing, and sustainability modeling.

What's included

Income needs assessment and projection
Tax-efficient withdrawal strategy
State pension integration planning
Longevity risk assessment
Drawdown vs annuity analysis
Detailed income timeline and scenarios
Annual strategy reviews for 3 years

Who this is for

People within 5 years of retirement or recently retired who need a clear plan for converting their pension into income.

Pension Transfer Advice

£1,275.00

Regulatory-compliant advice on defined benefit transfers, QROPS, and international pension moves.

What's included

Transfer value analysis and comparison
Benefits comparison modeling
Risk assessment and documentation
FCA-compliant transfer recommendation
Full regulatory reporting
Transfer execution coordination
Post-transfer monitoring

Who this is for

Anyone considering transferring a defined benefit pension, moving abroad, or dealing with international pension arrangements.

Annual Pension Health Check

£295.00

Regular monitoring to keep your retirement plan on track. Performance review, rebalancing, and adjustments.

What's included

Annual performance review
Contribution level assessment
Fee comparison and optimization
Investment allocation review
Legislative changes update
Recommendations report

Who this is for

Existing clients or anyone who wants regular oversight of their pension without full ongoing management.

Executive Retirement Planning

£1,850.00

Comprehensive planning for high earners with complex compensation. LTA planning, bonus integration, tax optimization.

What's included

Complete financial situation analysis
Lifetime allowance strategy
Bonus and equity compensation integration
Tax-efficient contribution planning
Protection strategies
Estate planning coordination
Quarterly reviews for 2 years

Who this is for

Senior executives, business owners, and high earners with complex pension situations requiring specialized attention.

How our pricing works

All prices are fixed fees quoted upfront. No hidden charges, no commission-based recommendations, no percentage-of-assets fees that grow as your pension grows.

Payment is typically split: 50% to begin work, 50% upon completion. We accept bank transfers and major credit cards.

If your situation requires additional work beyond the standard scope, we'll discuss that before proceeding and agree on any additional fees in writing.

Not sure which service you need?

Schedule a free consultation and we'll recommend the best starting point.

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