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Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Are there any dog funds hiding in our pension plans?

sad dog

Image courtesy of khunaspix at FreeDigitalPhotos.net

Too much of people’s hard earned money is languishing in poorly performing pension funds.

Best Invest have just issued a pension version of their landmark “Spot The Dog” publication which exposes those funds which have underperformed over a consistent and sustained time period. They have identified 113 dog funds holding £31bn of our money. How scary is that?

Whether your pension is with Aviva, Axa Wealth, Legal and General, Standard Life, Scottish Widows, or for that matter almost any pension provider they ALL have dog funds and what is more they have absolutely no responsibility to tell us.

Transferring pensions has never been easier. Monitoring performance has never been easier. On line research has never been easier.

But no one else will do it for you. It’s your money and you need to take control.

ACTION PLAN

The Investment and Retirement Coach has loads of free information, help and guidance available to help you get it right. The starting point is to email or phone me 07770 575122 and ask for a copy of my “Pension Transfer Guide.”

Come on. It’s your money. It’s time you started to give it a little care and attention.

 

IMPORTANT INFORMATION
This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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