Pension Investments

Castle Investment Group are often approached by our investor base to review their pensions.

Our clients are predominantly seeking better growth in their pension funds, along with more secure death benefits and flexible retirement income options, following the introduction of the much hyped “pension freedoms”

Pension reviews are a regulated task and therefore not something that Castle Investment Group can deal with directly.

However, we are more than happy to assist our clients by referring them to FCA regulated specialist IFA’s to undertake the pension review process.