About our online annuity advisory service....are you looking into taking the benefits from your pension fund.

At fundsnet we understand that you would like the highest income from your pension fund. Pensions are a complex area and when you come to take benefits from the pension fund you have paid into for many years, we can show you what your options are, and as independent advisors we will search the whole market and find you the best income in retirement.

As a client of ours you will receive online access to all your policies and investments from any provider, regardless of when or where you purchased them, via our True Potential software 24 hours a day 365 days a year.

• Step one: Information
  We ask you to complete our online financial planning questionnaire to help us give you the most suitable advice. Just email us your full name and phone number, and we will email you your log in details so you can complete the questionnaire. Also by appointing us as your agent for your existing policies we will pay you 100% of any renewal commission from these policies for 6 months, click here to see more.
• Step two: Consultation
  We will undertake a free no obligation consultation. This will allow the advisor to understand your needs and explain our service and fees to you in the comfort of your home or office via our web conferencing software.
• Step three: Recommendation
  Your adviser will then research the market and provide a detailed recommendation report that best suits your needs with a second web meeting.
• Step four: Action
  If you decide to go ahead your advisor will help you complete the paperwork and put into place the recommendations.
• Step five: Regular Reviews
  Once you’re a client of the fundsnet Advisory Service we will offer you regular reviews to ensure your plans stay on track, and you will be able to view and manage all your finances online via our secure online web site and make adjustments should your position change in the future.

Should you choose not to go ahead with our recommendations we will still provide you with access to all your policies online in one secure site via our true potential software, regardless of when or where you bought them.
 

If you feel our advice service may be right for you email us with your full name and phone number to get started. Or call us on 0845 241 3362 if you have any questions.