The information will highlight how the pension is performing over recent months and years, also highlight charges, which can be sometimes hidden and high and unknown to the policy holder. The report will provide a solution to a policy holder who feels that they do not know what else is available to them.
Q; Would you sign an employment contract without knowing what the salary was going to be? A; NO. Then why a sign a pension policy proposal without knowing the facts and figures. Don't leave it too late to find out you how much income you will be having in retirement.