Pension Performance Review
From our experience as financial advisers there are three major reasons why many pension plans underperform or at least disappoint investors:
- The funds in most Pension Plans are not actively monitored by a financial advisers. Many financial advisers do not review their clients’ Pension Plans on a regular basis.
- Once a Pension Plan has been sold, many financial advisers – who usually only get commission for the initial sale of the Plan – move on to other new prospects and focus less on their existing clients.
- Most Pension Plans are not managed in line with a suitable Asset Allocation & Risk Profile.