In The Know is a trading style of Rex Financial Services LLP. Rex Financial Services is directly authorised and regulated by the Financial Conduct Authority FRN: 798939

Welcome to the start of your no obligation Pension heath check.

Reducing fees, increasing performance and having flexibility in retirement are all key reasons to have a pension health check to make sure you’re in the know – and we’ll make sure you have all the facts you need to make a more informed decision about your pension(s) and maximise what it provides for your future.

We Promise…

…to put you in the know about pension performance and fees
…that if your current pension’s performing well, our independent, regulated pensions adviser partners will tell you
…if there are better options for you, you’ll be made aware of these as part of your review
…the review process won’t cost you anything
…if the advice is to switch to a lower cost, better performing pension, all costs will be presented as part of your review
…if you decide to switch to a new type of pension, our regulated pensions experts will take care of everything for you.

 

  • On receipt of the above and as part of the process of reviewing your pension(s) we will contact you to fully understand your current situation and what you’re hoping your pension(s) will deliver. Further confidential details may be requested at this stage. Data Protection protocols in line with current legislation will be followed in all cases.