Step 2: Specify & Build

Now we'll look at what we need to do, to put those lovely plans into action!

Plan Happy Process Stage 2 - Specify and Build

Making the most of it

Once we've analysed all of your existing plans, we'll identify any changes that need to be made or gaps that should be filled.

Making it happen

Once we have your full agreement, we'll produce all of the necessary paperwork and contact all of the providers. Making sure everything is implemented accurately.

Making it all clear

We'll make sure you understand everything we're recommending and why it's right for you. We'll answer any questions and alleviate any concerns.

Specialist Reports

If you are exploring the option of a Defined Benefit or Final Salary pension scheme transfer then we need to produce a Specialist Report called a Transfer Value Analysis Report (TVAS).

We are authorised and regulated by the Financial Conduct Authority to give advice about all pension schemes and produce this report for you. Not all Financial Advisors are.

On to Step 3: Protect >