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Wealth Management From our experience, working with hundreds of clients, we have discovered that most people who invest their hard earned money in a pension plan are frustrated by its performance. They are also worried that their pension plan will not generate enough income to fund their retirement.

Our research shows that investors have a right to be worried. Many pension plans under-perform because they are not given the attention they deserve. The danger is that if your pension plan is not managed properly, you may not achieve financial security in the future.

From our experience there are three major reasons why many pension plans under-perform:
  1. The funds in most pension plans are not actively monitored by a financial advisor.

  2. Most pension plans are not managed in line with suitable asset allocations and risk profile.

  3. Many people are not getting value for money because they are paying higher charges than necessary for the administration of their pension plan.

Skeltons will undertake an objective analysis of your pension plans to assess their current status, and then make recommendations to try to maximise their performance.
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