The Billion Pound Pension Funds that fail Investors 2020

Download 'The Billion Pound Pension Funds that fail Investors 2020'

We hope that you were able to take away a lot from our recent article featured in The Sunday Times.

In 2016 we produced research guide called “The Billion Pound Pension Funds that Fail Investors”.

This highlighted some staggering findings, in particular, that many very large Pension funds had systemic poor performance records.

Today – in mid-2020 – we have refreshed this research, looking again at Pension funds which have more than £1 Billion in them.

Click below to download ‘The Billion Pound Pension Funds that fail Investors 2020″ guide

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If, after reading through our research piece, you identify with any of the funds presented, then you can take advantage of our Free Fund Review.

This is a completely free service that allows us to help you understand your current fund position. We’ll provide a short report outlining where your funds stand, and using our traffic light system, we can highlight if there are any changes to be made.

Please be aware that we will not suggest that you move any funds unless we deem it absolutely necessary. There is absolutely no obligation to you once the report has been generated. If it is suggested your funds are switched, we would recommend speaking with us or another specialist to assist you in administering these changes.

Note: This is a remote service meaning that we are able to assist anyone from across the UK

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Please see below a video from Penguin’s Certified Financial Planner and Pension Adviser, Craig. The video helps to answer the age-old question ‘How much do I need to retire?’. Putting your finances and your Pension in the right position earlier could be the difference between retiring at an age that suits you and continuing to work through the fear of not being able to do what really matters to you.