Pensions

At St Barts Finance, we have access to a wide
range of funds available within the market place
and are able to give you the most suitable advice based
on your attitude to risk as to where, or if, you should be investing in a pension.

We will complete all paperwork for you (if required) and keep you regularly updated on any application(s) that we are dealing with.
When was the last time someone took interest in how your pension investments are performing?

There has been a number of changes to the pension market over the years, with one of the major factors being pension companies not keeping clients up to date with changes in the market.

Some of the problems that have been affecting people are: Poor performance, Deterioration of customer service, High charges, If the fund has been closed to new business, the experienced manager may have left, leaving the fund to a poor performing manager.

When we discuss your pension needs and requirements, we will go through an ‘Attitude to Risk’ profile with you to enable us to give you most suitable advice and recomend the correct funds for you.

*Click on the link to the left to see the definition of the different catagories of risk that there are.