Free guide · DM Financial Planning

The Pre-Retirement Pension Review

Seven checks worth running before you stop working. Free, and in your inbox in about a minute.

What’s inside

  1. What it is worth today, including anything you have lost track of
  2. What it charged you last year — in pounds, not percentages
  3. What it is invested in, and who actually chose that
  4. What income it is on track to pay you
  5. Tax relief you may not have claimed
  6. What you would lose permanently by moving the wrong plan
  7. Who inherits it — and whether the form still says what you think
The last one takes five minutes to check and surprises almost everyone.

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Who this is for

Business owners and senior professionals in the fifteen years before retirement — the period where decisions still have time to compound, and mistakes still have time to be corrected.

Or just talk to us

Thirty minutes, online, at no cost. We ask where you are now and where you want to get to, then tell you what we see: the gaps, the opportunities, and what we would look at first.

No products, no presentation, no pressure. If your arrangements are already sound, we will say so.

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