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Helping You With - Pensions - On A Referral Basis

 

When you are reviewing your mortgage, it is the perfect time to check everything else too.

 

Most people only sit down to look at their finances when something big is happening - usually a house purchase, a remortgage, or a change in circumstances. I see it all the time: clients are completely on top of their mortgage, but everything else sits in the background for “another day.”

If you are speaking to me about your mortgage, it is the ideal moment to check the rest of your financial picture too, especially your pensions. 

          Have you lost track of your old workplace pensions?                           

Many people have several old workplace pensions from previous jobs. They are easy to forget about, and even easier to put off dealing with. But they can make a real difference to your long-term plans. 

Ask yourself:

•       Do you know where all your old workplace pensions are?

•       Do you know how much is in them?

•       Do you know how they are invested?

•       Have you been meaning to sort them out for a while?

•       Would it help to have everything in one place and explained clearly? 

If any of these questions make you pause, you are not alone, most people are not sure where to start. 

Why do you look at pensions when you are sorting your mortgage? 

Because you are already in “financial admin mode.” You are already gathering documents. You are already thinking about the future. 

It is the perfect moment to get clarity on the things that often get left behind. 

If you would like help making sense of your pensions, I collaborate closely with John Kirkwood, a qualified financial adviser who can review your pensions, explain your options clearly, and help you understand what everything means for your long-term plans. 

If you would like me to connect with you, just let me know, it’s a simple step that can make a big difference. 

I don’t provide advice in this area, however, will refer your needs to the Specialist Firm 

 'Pensions are arranged by introduction only via Quilter'

 

Julie Welsh

Border Mortgage and Insurance Services e- info@borderms.co.uk

 


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