Pensions

At Beckworth we spend considerable time and effort monitoring and analysing pension funds. The Beckworth Investment Committee decides which geographical sectors and asset classes should be the most prudent and we select the strongest pension funds to meet this asset allocation.

Beckworth’s administration team issues regular pension statements after which the funds are reviewed and recommendations for fund switches are made, if required. This is all included in the Beckworth core service proposition – there is no charge for this and we aim to use providers that do not charge for switching funds, meaning there is no disadvantage to the client.

If you would like to talk to us about how your current pension funds are managed, we will be delighted to discuss any improvements we can make.