We’re delighted that you’ve taken the next step in your retirement planning journey!
In a few moments, you’ll receive the email with your Pension Audit Sheet so you can request the valuations of all your different pensions and get clear on how much you have in your pension pot(s). If you don’t receive it, please check your junk or promotions folder, and once you open it, please mark it as non spam or whitelist our email address.
Please don’t procrastinate on this – the sooner you find out where you stand the sooner your pensions can really start working for you.
Once you’ve got your total for all of your pension pots, please call us on 0121 355 4455 or schedule a call with one of our advisors by emailing appointments@oaklandswealth.com
We’d love to help you plan your retirement, ensure your pensions are suitable for your age, risk profile and lifestyle and determine the exact date you can retire on so you can get on with life after work!
Warm regards,
Bridie Hood
Business Operations Manager
