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On many with profits pensions policies, the value of a fund will be reduced if it is surrendered early. This is usually applied to reflect poor investment conditions.
It is known as a Market Value Reduction or Adjustment.
However, it is very important to make sure this has not been unfairly applied, and to make sure the reduction is not larger than it should be. This can be difficult for individuals. An IFA can help you to check this, and assess terms on your next investment.
IFA's are not tied to any bank or pension provider, which means they can offer the best deals from the whole of the market. All of their recommendations are based on your circumstances. If you contact us today, you'll receive:
A Free Consultation with an Independent Financial Adviser
Arranged the same day with No Obligations
Full Details on Market Value Reductions
A check for terms on current and future policies
Advice on how to maximize your Retirement Income
A Market Value Reduction will be applied if the investment has performed less well than expected. In theory this is to protect the equity of other shareholders, but your adviser should always check if this is a fair amount. It's very important to understand these terms before entering any new agreement. Popular pensions include:
Self Invested Personal Pensions (Known as SIPPS)
Annuity Pensions
Stakeholder Pensions
Personal and Occupational Pensions
Protected Rights Pensions
If you have an existing pension, an IFA can help to maximize its value.
A Pension Transfer can move your fund to the best deal on the market.
A Pension Drawdown can provide an immediate income from your fund
A Pension Forecast can let you know the predicted value of your fund
An IFA can also advise on Investment Advice, Inheritance Tax Planning, Saving Plans and General Financial Planning.
Please note this website does not offer pension advice. We arrange consultations with professional advisers. Please call 0800 1455 840 for more information.
An IFA will discuss your finances, and clearly explain the different benefits from each product. They can help you to make the right pension decisions.
Disclaimer: Whilst we only refer to highly recommended advisers, our website cannot accept any responsibility for the actual advice given. The contract is between the client and the selected financial adviser, and we can not be held responsible for the actions of either party.
What is a Market Value Reduction?
Pension Services
Market Value Reductions
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