Pension Data HotKeys
Here at Diamond Data Solutions, we offer real-time Pension Hot Keys. Many existing pension pots are in a region of £15k to £100k, although frozen and occupational pensions can increase values
Pension Review Criteria
Delivered by live telephone transfer with Conference
- Client has more than 5 years until retirement.
- Minimum £10k+ in pension pot (confirm min amount).
- Client has access to pension details.
- No Civil Service, NHS, Armed Forces, Local Authority pensions.
- No Final Salary Scheme Pension
- Not currently drawing from pension
- They have agreed to be contacted by an IFA/Pension Specialist to conduct a full review of their pension.
- Must have time to talk - Yes Only