Will your pension give you the retirement you deserve?

If you don't know the answers to the following questions,
then a Pension Review could be right for you.

  • Do you know what the fees and charges are?
  • What's the performance like?
  • Is it on target to provide the income you need in retirement?
  • Will it allow you to take tax-free cash at age 55?

We’re offering a no-obligation and impartial pension review at no initial cost to you.
This will enable you to understand how you can make the most from your pension.

Start Your Pension Review

* By submitting this form, you indicate your consent for Crystal Financial Services to contact you via the information provided in this form. For more information about how we use your information please read our Privacy Policy

5 reasons why you should have a pension review

Plan for the future

1/3 of people had not given any thought to how they would manage financially in retirement**

Peace of mind

By having your pension reviewed you can get clarity and peace of mind about what your retirement might look like

Knowledge

Understanding your future income now allows you the chance to take action to improve it.

Better off

People who receive financial advice are on average £40,000 better off in their retirement goals*

Increase value

Changing your pension to one that achieves just 1% extra growth per year could improve your pension value by £64,000***

The pension review process

Complete the form

One of our friendly team will call you to understand your current situation and explain how the review works.

You will be contacted by our independent financial advice partner, who will discuss all of your options. helping you feel empowered about your retirement decisions.

Why should you have a pension review?

Our pensions are the biggest savings plan that we ever own, yet most of us do not know what pension is best for our personal circumstances.

You’ve probably spent years saving for your retirement and you owe it to yourself and your family to make sure that your pension pot is a big as possible. 

Many of the older type pension plans have high charges and may not be in the best performing funds. You may even have “lost touch” with various pensions you may have had with various jobs through your working life.

Customers who receive financial advice relating to their retirement goals are on average 53% better off** than those who do not receive any advice.

Did you know

27% of the UK population don't know
enough about their pensions

What happens next?

Our friendly team will call you for a chat where we gather details about your plans. Our regulated financial advisory partner will discuss your retirement goals and to cover what options are available to you. If they think they can find a more suitable option for you, they will discuss this and make a written recommendation.

The Pension Review is at no cost. You would only be charged a fee if you decide to proceed with the recommendation, and this would be taken from your pension pot at the time of moving it to the new pension.

Did you know that 53% of women and 33% of men expect to retire on just the state pension. Additionally, a third of people had not thought about how they would manage financially after retirement*. However, customers who receive financial advice relating to their retirement goals are on average 53% better off** than those who do not receive any advice.

About Us
Crystal Legal Group
Gawsworth House
Westmere Drive
Crewe
CW1 6XB
Our hours

10:00 AM – 7.00 PM
Monday – Thursday
10:00 AM – 4.00 PM
Friday

Contact us

Phone: 01270 446600
Email: info@crystallegal.com

Crystal Financial is a trading style of Crystal Legal Services Ltd.

Crystal Legal Services Ltd. does not provide any financial advice and all information on this website is for marketing purposes only. We do not act as an adviser in respect of financial services. We act as an introducer for financial services and advice. All providers partnered with are FCA authorised firms. We are not liable for any financial advice, products or services provided by any third parties.

Company registered in England and wales. Company registration 6837474. Registered office: Fairfield House, Back Lane, Spurstow, Tarporley, Cheshire, CW6 9TE.

* Figures taken from FCA key findings report 2017 ** Figures taken from FCA Financial lives survey 2017 ***Old Mutual Wealth Report 2015 ^ Figures taken from Age Uk , Later Life in the United Kingdom Report 2019 

* Figures taken from FCA key findings report 2017

** Figures taken from FCA Financial lives survey 2017

***Old Mutual Wealth Report 2015