What is Pension Forecasting?

This is a way for people who have a pension to check to see if they are on target of achieving the future income that you were originally advised.

Considering today’s volatile economy, it’s now more vital than ever that anyone with a UK Pension undertake a regular Pension Forecast.

By doing so, you would be able to get a crystal clear picture on the current and future potential value of the fund being managed.  A forecast will then be provided clearly detailing what lump sum and regular payments your pension will provide you throughout old age.

To get a FREE pension forecast simply complete the form on the right. A member of our trained pension specialist will then contact you to progress your forecast


Getting A Forecast From Your Pension Providers

A private or personal pension forecast is sometimes referred to as an illustration.

You can usually obtain one of these from your financial adviser or by making a request to your pension company.

If however you have a company pension or even an occupational pension, you can still get a forecast from a qualified independent financial adviser.  You can in fact request one from your employer.

It could be the case that you have some pensions that you have simply forgotten about.  If so, we recommend you utilize our pension tracing service.

All we require are a few details about your previous employers.

To use this FREE service simply complete the form on the right and a member of our specialist team will be in touch to progress your forecast.


We Can Assist With Your State Pension Forecast

Most people are unaware that a State Pension is based on Nation Insurance contributions only.

With this in mind, whether you have a company pension or a personal one, its still essential that you consider the income you will eventually get from your state pension at the set UK retirement age.

You should be aware that the amount you get is linked to the amount of National Insurance that you have contributed throughout your working life.   You will also only receive a set monthly amount and there will be no lump sum payments unlike a personal and company pension.

The Government provides a state pension profiler which can assist you, or alternatively you can still complete the form on the right and a member of our trained specialist team will contact you to progress your forecast.


Getting an Illustration From Us for your Pension

If you hold a personal or/and company pension plan, we will be able to get you a forecast.

All you need to do in the first instance is complete the form on the right and a member of our trained and experience pension forecasting team get to work on collecting the required information and providing you with a complete forecast report.