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Time to review your investments?

Has it been a while since you transferred your UK Pension to New Zealand? Now may be a good time to check that your investments are still aligned with your needs and goals. And our team at Pension Transfers can assist you with that. Read on to learn about some key things to consider.
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Have your investment needs changed?

Over time, as your life progresses, your investment goals and horizon are likely to evolve. For example, it can be a good idea to revise your plans based on how close you are to retirement.

Generally speaking, the shorter your investment horizon, the lower-risk your asset allocation may need to be, to minimise investment volatility at a time when you can least afford it.

And if your goals have changed, regular reviews can help you track your progress and make adjustments along the way.

How is your fund performing?

Investing always entails a certain degree of risk and volatility. So, your fund’s performance will likely fluctuate over time. Our experts at Pension Transfers can help you understand the fundamentals of your fund’s performance and adjust the course where needed.

Keep in mind that timing the market is almost impossible, and past performance is never indicative of future performance. So, a good way to avoid impulsive decisions is to keep your long-term strategy in focus, while ensuring that your asset allocation aligns with your risk profile.

Remember: Investing is a long-term venture

When it comes to investing, and especially in times of increased market volatility like the ones we’re living in now, it’s all-the-more important to focus on the long term.

Most recently, the rapidly developing situation in Ukraine and its impact on the financial markets have been a timely reminder of the importance of good risk management in your investment portfolio. The key thing is to avoid making impulsive decisions. What you can do is choose a level of risk that you’re comfortable with – based on your goals and risk tolerance – and have a well-thought-out long-term plan to rely on.

Like to discuss your needs? Please don’t hesitate to contact us.  

We’re here to help

As always, there’s a lot to think about whenever your UK pension is concerned. That’s why working with a UK pension expert is a good idea.

Click here to contact us or give us a call on 0800 UK 11 NZ to book a review. At Pension Transfers, over the past 20-plus years, we have helped thousands of clients make informed decisions about their UK pension transfer and future financial needs.



Disclaimer: Please note that the content provided in this article is intended as an overview and as general information only. While care is taken to ensure accuracy and reliability, the information provided is subject to continuous change and may not reflect current developments or address your situation. Before making any decisions based on the information provided in this article, please use your discretion and seek independent guidance. Past fund performance is no guarantee of future returns.