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The Importance of a Regular Review Service
I've often encountered savers who have assumed their pension plan is some form of inanimate object that is fixed in time and place and will respond naturally to your need.
Not So.
When you set the plan up, probably many years ago, the plan, the expected value and the type of investment into which your money has been invested was right at the time but is it right today? The economy has changed. The manager investing your money then is most unlikely to be in post now.
Your circumstances are almost certainly bound to be vastly different. If we respond to innovation with washing machines, tumble dryers, cars and social media, why do we disregard our future income sources?
Imagine if you wanted to invest your pension funds into sales of LP’s? (which one of my sons once referred to as early CD’s.) What would that fund be worth today?
In a similar manner, your investment choices need to keep pace with the rate of change and at Butler Financial Solutions I am here to help you achieve that.