Our pension review service
Whatever pension (or investment for that matter) you have it is crucial to review it regularly.
We recommend at least annually.
Our clients are welcome to request an individual meeting on any occasion with one of our advisers.
Even if you choose not to meet with a pension review adviser it is important to review your investment choices to confirm they are still in keeping with your attitude to risk.
Have your circumstances or needs changed?
Have you checked your investment returns are in line with your expectations?
Do you wish to make fund switches or do you just want to consider re-balancing the existing holdings.
Are you contracted out or into the State Second Pension? Either way you should review this decision annually.

Testimonials from our clients
Please find below feedback from clients with whom TISCO have built a relationship with on a private client basis.
These represent every un-edited (including typos!) response received from individuals.

