When is a pension analysis appropriate?
At VZ, we regularly analyse the pension solutions of hundreds of clients. Our findings show that very few people know how they and their loved ones will fare financially if something unforeseen happens. And in most cases, they do not have enough money to maintain their standard of living.
It is a good idea to review your pension provision, especially if you are undergoing major personal or professional changes. These include a change of job or career, moving in together, marriage, divorce or the birth of a child, buying a home or becoming self-employed.