Pension Performance Review
Over time many of us will make different pension arrangements with different pension providers. To understand where you stand with your current pension arrangements and whether they still meet your needs we are pleased to introduce The Pension Performance Review Company. The Pension Performance Review Company provides advisers a proven and time-efficient pension review and transfer process. This allows advisers to offer their clients a comprehensive view of their existing pension arrangements and enables them to work through and document the advice process involved in making recommendations about whether a pension should be transferred. Novia’s wealth management service is used in conjunction with The Pension Performance Review Process to enable, where appropriate, pension portfolios to be invested using the broad range of investments Novia makes available.
If you are interested in finding out more about investing in a pension through Novia please speak to your financial adviser.
Advisers interested in finding out more about the Pension Performance Review, the supporting software and how it could benefit their clients should contact their Regional Sales Manager – details are available here.
More information on the Pension Performance Review can be found here.
Please note whilst Novia Financial plc is pleased to introduce The Pension Performance Review Company Ltd, neither Novia or The Pension Performance Review Company Ltd provide advice regarding the suitability of investments for clients which remains the responsibility of the adviser.
