deVere Group is one of the world’s leading independent financial advisories, with more than $12bn USD under advice and administration.
It specialises in providing UK pension advice and management on an ongoing basis.
deVere Group is a leader in providing ongoing service management for transferred UK pensions. Included in this category are QROPS (qualified recognised overseas pension schemes), QNUPS (A Qualifying Non-UK Pension Scheme) and SIPPs (self-invested personal pensions).
Transferred pensions generally offer greater drawdown flexibility, a wider selection of investment options, tax efficiency and simplified estate planning.
However, once pensions are transferred, they require ongoing service management to produce the best results for holders. This is especially true during volatile market conditions, as have been experienced in 2020 and 2022.
It is recommended that transferred pensions are reviewed once per quarter with a financial adviser to ensure they are appropriately balanced and remain in line with the retirement objectives of the holder.
deVere’s Global Client Services department provides industry-leading ongoing pension service management.
If your pension has either been neglected, is not receiving regular servicing, or is producing sub-par performance, please click on this link to arrange a full review with a servicing advisor.
deVere Group ongoing advice
As a deVere Group client, you’ll enjoy the following as part of our service management program:
- Monthly portfolio appraisals emailed to you
- A quarterly portfolio review with a servicing advisor, either face-to-face or via Zoom
- Access to the deVere Core Portfolio Tracking Mobile Application
- Preferred rates for arranged tax, legal, mortgage and foreign exchange where applicable
- Access to the deVere Client Services 24-hour phone team
- Access to exclusive products & institutional low-cost fund classes
How much does ongoing advice cost?
deVere Group’s ongoing service management charges a quarterly performance-based fee of 0.25%. This fee is charged in arrears and is based on the current value of the portfolio.
Reconnect with your pension
Within an introductory portfolio review, a member of the client services department will examine your pension account.
If it’s been some time since you reviewed your pension, some of the following issues may apply:
- A portion of your pension account is uninvested and not achieving growth
- Your investments may no longer be in line with your risk profile
- Your portfolio may not be diversified across different assets
- You may be paying higher fees than is necessary
Working alongside the advisor, you will be fully brought fully up to speed with your pension account. Any required changes can be made, and you will be able to relax in the knowledge your account is positioned in line with your objectives.
Following a portfolio, you can expect;
- High-quality funds
- Cost efficiency
- Diversification
- Appropriate risk exposure
Book a review
If you have an existing transferred pension, please contact us today to arrange an introductory portfolio review.
The deVere Group of Companies, is licensed in various jurisdictions, however, the products and services offered by the respective entities may vary per jurisdiction. The deVere Group does not warrant, either expressly or implied, the accuracy, timeliness, or appropriateness of the information contained on this website. The deVere Group disclaims any responsibility for content errors, omissions, infringing material and any responsibility associated with relying on the information provided on this website. For more country-specific products and services offered by the deVere Group of Companies, you may wish to visit the specific national deVere website, if and where available. The information contained in this website is for general guidance on matters of interest only. The application and impact of laws can vary widely based on the specific facts involved and your country of residence. Before making any decision or taking any action, you should consult a deVere Group Financial Advisor.
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© 2010 – 2022 deVere Group. All rights reserved.
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