Investments – Mike’s Story

Pension Transfer Advice

Mike's Story

Mike has been advised by the advisors at Audley for over 10 years. Having reached the maximum that Mike could save into his pension without triggering lifetime allowance charges, Mike was keen for advice when he was told he would receive a substantial bonus through work. We advised Mike to set up a General Investment Account with portfolios selected by Audley. The account enabled Mike to view his investments online and will enable him to fully fund ISAs for him and his wife every year improving the portfolio’s tax efficiency. The monies are invested into a risk matched portfolio that Audley re-balance on a regular basis.

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