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The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Your No Obligation Pension Review:

At Charles Derby Direct we research, analyse and compare a wide range of pensions on the market to find the one that is the best financial and personal fit for you.

Having a proper Pension Review, carried out by one of our professional financial advisers, is one of the simplest actions you can take to possibly improve your pension arrangements.

However, before we can make any recommendation, we need to know more about your current pension and whether it’s working for you. This is all done on the phone with one of our diploma qualified pension advisers, so nobody needs to come to your home.

This is a strictly 'no obligation' Pension Review and there’s absolutely no commitment on your part afterwards. If your pension is best left where it is, we’ll tell you that too, so you can be sure that we will never give advice that isn’t in your best interests.

Start your no obligation pension review today!
Talk to our professional disploma quaified financial advisers
Pension tracing - have you lost your pension?

I’ve Lost My Pension, Can You Help?

If you've lost contact details about a workplace pension scheme or personal pension scheme, then we can trace your missing pensions for you.

Keeping track of multiple pension pots can be difficult, especially if you’ve moved to a new house and you no longer receive pension statements. There is currently an estimated £400 million in unclaimed pension savings and it's important you claim what you're entitled to.

We can locate your missing pensions for you. We just need a bit of basic information to start looking, including some of your personal details and we'll do the rest. Our pension tracing service is without obligation. Start your pension search today!

Find your lost pension right here!
Frequently Asked Pension Questions

Frequently Asked Questions

Why should I review my pension?

It’s tempting to think you can just leave your pension alone, assuming that it’s delivering what you need and performing as you expect, but do you know enough to be able to be sure of that?

Am I paying too much in charges?

We’ll review your existing arrangements and compare these with potential solutions which could save you on such charges. However, we’ll also make you aware if we believe your current arrangement(s) are suitable for your circumstances.

What are the risks associated with my current pension investments?

We’ll map your investment(s) to your attitude to risk however, with investing the value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

I have more than one pension arrangement?

This isn’t a problem. You can have different pension pots held with different providers which could work out cheaper or more beneficial for you. However, there are options available to combine pensions pots should this be a more suitable option for you, considering your personal circumstances.

Am I able to withdraw money from my pension fund?

Tax treatment varies according to individual circumstance and is subject to change.

Sometimes, dependant on your own circumstances and where possible, we can assist in a fully compliant and tax efficient solution.

Is my pension investment performing as well as it should be?

We review your investment vehicles, funds and returns for suitability and value and make recommendations on that basis.

I can't seem to find my pension, can you trace it for me?

Yes, we certainly can! With over £400 million of unclaimed pensions, you're not alone! For full instructions on how to trace your missing pension right now, click here.

Start your no obligation pension review today!

Find my missing pension today!
Send us your Letter of Authority to start your Review today
Click Here

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