Finding the best value pension
Our Pension Professionals track down all your pensions (including lost or missing ones), do a whole market comparison and then talk you through options. At the end of the 40 minute phone call, you can decide on your course of action, with no further obligation to Profile. If you choose to act and switch pension provider, we can take care of everything for you. We promise that there will be no pressure on you to switch.
7 in 10 people who come to us for a pension review find a better value pension with our help. It’s the perfect opportunity to see if you can reduce your fees, grow your pension and make more money for your retirement.
much The initial review is no obligation. We charge 1.75% of the value of the transferred funds plus £450 to switch or transfer you.
Managing your pension through to retirement
After the initial review, you can take advantage of our annual pension advice. Every year we’ll check your pension’s performance and look to see if anything has changed with you or the market. If any adjustments are required, we’ll let you know. You’ll also have access to our year-round pension helpdesk.
Most people go years without reviewing their pension – potentially losing thousands. By staying on top of your pension, together we can ensure your money is working as hard as possible for you to maximise your pension savings potential. We know pensions inside out, will have all your details to hand and can advise you on anything from the state pension to tax-free cash.
much The annual charge for Profile pension management is 0.4%.**
*Please note the average provider charge we see is 0.34%, therefore on average the ongoing cost is 0.74%
*The on-going annual advice charge is optional should you wish to opt in to this service