Plan for your future with a free consultation
A helping hand for your workplace pension, investment and retirement plans
Pensions and investments can be confusing. Knowing which type of pension to hold, what funds to invest in and how much to invest can be difficult. At the same time, it’s important to answer these questions as financial products such as pensions and investments can have a significant impact on our lives.
At Aviva we understand it can be daunting to try and take control of your investments, but also that it can be important to do so. As you have a pension with Aviva, you’re entitled to a free 20-minute consultation with our Customer Wealth Engagement Team as an included benefit.
You can book a call below to speak to one of our colleagues who will be able to help you understand more about your pension and investments, and the options open to you. There are two types of consultations available, depending on your circumstances.
Book a free consultation
Pension and Investment Consultation
If you’re aged between 40 and 50 and want to get a better understanding of your pension and investments, this could be suitable for you.
It’s there to help you lay the right foundations for your investments and pension by answering questions such as:
- Am I getting the most out of my investments?
- Should I change my pension contributions?
- Do my fund choices reflect my ethical views?
- Where can I find out more about my fund choices?
- How are my pensions and investments taxed?
Retirement Preparation Review
If you’re 50 or older and starting to think seriously about your retirement, a Retirement Preparation Review could be right for you.
The purpose of a review is to help you understand if you’re on track to reach your retirement goals, what your retirement options are, and what you can do to maximise your pension savings.
During the session, you’ll get answers to questions such as:
- What options do I have to achieve the retirement I desire?
- How can I work out when I’ll be able to retire?
- What are my options when it comes to combining my pensions?
- What options do I have with my final salary pension?
- How does regularly reviewing my savings and investments help me achieve my financial goals?
- Am I in the best fund choice for my goals?
Financial advice
Aviva Financial Advice offer a range of services and solutions to meet your financial planning needs.