Brian came to us having recently turned 60. He wanted to review his retirement income and in particular, ensure that when he dies, that his wife Angie would have enough income to live on. We gathered details on all of Brian’s pensions, along with their State pension forecasts. We ran a cashflow exercise after understanding his risk tolerance and projected expenditure in retirement, and then we presented this to Brian in a clear, concise report. Our advice was at this stage, that there were no changes required as everything looked on track, however we would review this on an annual basis up to his retirement. Brian now has a clear understanding of what he and Angie can expect when they retire.
Pension Transfer Advice – Brian & Angie’s Story
Pension Transfer Advice