[WEBINAR] Old Pensions, New Opportunities: Find, Review & Strengthen Your Pensions

Are Your Pensions and Investments Still Working for You? Join Neil Jacobs, Head of Fusion Financial, and Senior IFA Josh Shepherd for a practical webinar designed to help you take stock of your existing pensions and investments, understand what to look for and identify where changes may be worth considering. What We Will Cover Over the years, it’s easy to accumulate different pensions and investments. You may have pensions from previous employers, investments you opened years ago, or financial plans that haven’t been reviewed since your circumstances changed. Rather than focusing on the latest financial rules or legislation, this session is designed to give you practical steps you can use to review your own finances. How to find and organise old pensions and investments Including pensions from previous employers and investments held across different providers. What to look for when reviewing a pension From charges and performance to investment choices, risk and retirement options. How to identify valuable benefits you may already have Including guarantees and safeguarded benefits that could potentially be lost if a pension is transferred. How to review your existing investments Considering diversification, risk, objectives, timescales, charges and tax efficiency. Whether consolidating your pensions and investments could make sense And, importantly, some of the circumstances where leaving them where they are may be the better option. What to review when your circumstances change And why a financial plan that suited you several years ago may not necessarily suit you today. Why Should You Join This Webinar? By the end of the webinar, you’ll have a simple five-step framework you can use to review your existing arrangements: 1 List the pensions and investments you currently hold. 2 Check their values, charges and underlying investments. 3 Review your level of risk, objectives and timescales. 4 Identify any guarantees, restrictions or tax considerations. 5 Understand when it may be worth seeking professional financial advice before making changes. The aim isn’t to encourage you to move or consolidate everything you have. In fact, some older pensions can contain valuable benefits that are worth preserving. Instead, we want to help you understand what you have, what questions you should be asking and whether your existing arrangements are still aligned with what you want your money to achieve.