Request a Review
As part of our service to with-profits investors seeking to get a full and clear understanding of their current position and future prospects we offer a free report service.
This is a service which allows you to receive a report from us (Penguin Wealth) which will explain:
- All the figures and numbers
- The true current value
- An assessment of the performance record of your fund
- Whether you have any guarantees within your plan
- An assessment of your future prospects
- We will tell you whether your fund might benefit from an inherited estate enhancement
- If it is at risk of being penalised through a Market Value Reducer (MVR)
- Your bonus entitlement, including whether you have a terminal bonus which could be at risk of reduction or even withdrawal
All of this we provide with the aim of making this easy-to-understand and translating this into simple terms so you can fully understand both your position and your options ongoing.
To begin the process of getting your free report simply complete our request a review form and we will then be in touch to get this underway.
For more information on the services, we have to offer please contact us.