Over the last few weeks I have seen four separate clients that during the course of our discussions mentioned they thought they might have some old pensions but had no idea where they were or how much they were worth.
After investigating further and obtaining up to date information, it was evident that there were pensions ranging from £1500 through to £50,000 and in every cases this money had been completely written off and/or forgotten about. They had generally been set up many years ago in funds that had not performed in years and through companies that no longer existed or had been bought out. In addition, my clients had not had any contact from the pension providers for years as they had moved several times since they were set up!
We are now looking at investing the money properly and with some careful management can achieve some real growth before retirement. The irony is if these were monies invested in a bank account, it would never be forgotten about but because it is a pension fund there is a tendency to not see it as real money.
So dig out your old paperwork and see what you can find. All I need is a company and policy number and we can find out what you might have hidden away, it's always nice to find money you didn't know you had!
Simon Compton
Independent Financial Advisor
Think Finance
Thursday 24 March 2011
Sunday 13 March 2011
Watch this space..... The shortlist of award winners is out !!!
Hello all, well Mark and I have been away for a much needed week off. We went with some friends to hit the slopes in Austria and had a great time.
Its been a quick 7 months since weve opened our Think doors and although this was a much needed break, out thoughts were never (sadly) too far away from work and the team.
Anyway while we were away we found out that we have made the 'short list' for the ESTA - The Estate and Letting Agents awards 2011....... so not that we needed any excuse but we did raise a glass or two to that very welcome news.
Win or come very close, our clients clearly 'think' we should be at the top and with just 7 months under our belt, I am proud of all the work we have all done.
The results will be out in 4 weeks, so fingers crossed.
Peter
Its been a quick 7 months since weve opened our Think doors and although this was a much needed break, out thoughts were never (sadly) too far away from work and the team.
Anyway while we were away we found out that we have made the 'short list' for the ESTA - The Estate and Letting Agents awards 2011....... so not that we needed any excuse but we did raise a glass or two to that very welcome news.
Win or come very close, our clients clearly 'think' we should be at the top and with just 7 months under our belt, I am proud of all the work we have all done.
The results will be out in 4 weeks, so fingers crossed.
Peter
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