Consultation
Workplace Pension Review
A focused review of your current workplace scheme, contribution levels, and investment choices against your wider household goals.
Who this suits
Employees and directors who have stayed in a default fund for years, changed employers several times, or wonder whether salary sacrifice and contribution rates still fit their tax position.
What you leave with
A short written note on contribution strategy, fund suitability relative to your time horizon, and whether consolidation of older pots is worth pursuing.
What is included
- Review of current scheme literature and latest statement
- Comparison of contribution rate against take-home pay and emergency cash
- Comment on default versus self-select funds for your age and risk comfort
- Checklist for contacting the scheme administrator if changes are agreed
What is not included
- Ongoing monitoring of fund markets after the review
- Employer-level scheme design for HR teams
How the engagement unfolds
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1
Share statements
Upload or post your latest workplace pension statement and any older deferred pots you still hold.
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2
Consultation
We discuss pay, bonuses, and how much cash you need outside the pension before increasing contributions.
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3
Written summary
You receive clear actions for the scheme portal or payroll, without jargon.
Preparation
Note your employer contribution match rules and any upcoming pay changes.
We cannot instruct your payroll department directly; changes remain your responsibility with your employer.
Book a workplace pension review
Send your scheme name and approximate pot size. We will confirm fee and a consultation slot.
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