Step 1

Complete and sign the Authorisation Form

  • Your authorisation allows Kestrel to contact your pension trustee(s) for details of your pension in order to determine the value and circumstances of your current pension plan savings.
  • Most pension trustees will reply within six weeks; some may take up to three months.
Step 2

Kestrel will send you a personalised report

  • The report outlines what you have saved in your existing pension plan(s) and will recommend how you can best manage it going forward.
  • Your manager will work with you to ensure you understand your options.
  • The value of your existing pension savings may be guaranteed by your pension plan(s), so long as you act by the 'guarantee date', made clear in the report.
Step 3

Act before the guarantee date

  • Make a decision on how to manage your pension (which may include a transfer of your pension assets to a more appropriate plan) or walk away; you are under absolutely no obligation.
  • If you choose to transfer your pension assets, complete the required paperwork.
Step 4

Enjoy ongoing expert advice

  • Kestrel will keep you up-to-date with all ongoing pension law reform that affects your savings.
  • Kestrel does not manage your investments but can recommend award winning investment managers.
 

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