Pensions & Retirement Planning

Pension Review

Is your pension performing?

Get a plain-English review with Tipping & Webb to see if your funds are working hard enough for you.

What is a Pension Review?

A pension review is a chance to take a step back and have a proper look at where your pensions currently stand.

Many people have multiple pension pots from past jobs and don’t really know how they’re performing, what they’re invested in or whether they’re on track for the kind of retirement they want.

Why have a pension review?

Even if you’ve been saving for years, it’s important to check in regularly to make sure your pension is still working for you.

Life has a habit of changing and so do your circumstances. A review helps you take stock, understand what you’ve got, and spot any gaps or improvements that could be made.

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How can we help?

At Tipping & Webb, we take the time to get to know you and your situation before offering any advice. Understanding how your pension/s fit into your wider financial picture helps us to give you clear, personal guidance that feels right for you.

Doug, our Financial Adviser, will review your existing pensions in good old plain English – this means no confusing jargon and no pressure. He’ll explain whether your funds are working efficiently, how charges or performance might be affecting your outcomes, and what your next steps could be.

You’ll also get nothing but honest, straightforward advice on whether to keep things as they are or make changes to support your long-term plans.

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What our customers say

  • “Amy has been a wonderful support as we look at getting our first mortgage for a renovation. She has explained everything with a wealth of experience behind her and in terms that even I can understand! We feel incredibly comfortable making such an important decision with Amy to advise and guide us; we couldn’t ask for any more patience and knowledge from this lovely lady. Would always recommend, without hesitation.”

    R. Longley

  • “Fantastic help and advice from day one! Within a few minutes of meeting Dan for the first time both myself and my partner felt at ease and have never felt pressured which is so important, especially when making one of the biggest purchases of our lifetime. Would thoroughly recommend Dan to anyone and definitely those who are a first-time buyer as every step and process is well explained and any questions are always answered promptly with honesty.”

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  • “When we were just about at our wit’s end with the process of getting our first mortgage, Amy quite literally saved the day (and our sanity!) She was professional, calm and thorough. Fantastic communication throughout the whole process, she managed to secure us a fantastic rate and explained everything to us every step of the way. A genuinely lovely lady, cannot recommend enough.”

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  • “Lisa was recommended to me by a friend and she did not disappoint, fantastic from start to finish. I found a house I wanted to make an offer on, emailed Lisa at 9 pm on a Sunday (not expecting a reply till the following morning) and I had a mortgage in principle by 10 pm the same night. Lisa was always on the ball even through COVID. I honestly can't thank her enough for all her help and will definitely be recommending her to people in the future.”

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