Pension Transfer Advice – Debbie’s Story

Pension Transfer Advice

Debbie's Story

After successfully beating her battle with cancer, Debbie was in remission and this gave her a different outlook on her work life balance, along with her retirement. Audley ran an analysis on her two final salary pensions and her partners pensions and found that they had more than enough to meet their income requirements in retirement. Debbie was able to transfer one of her final salary pensions and access tax free cash for her to enjoy freely, which has enabled her to plan more time with her husband and children now.  Debbie is looking forwards to spending more valuable time on the most important things, such as her grandchildren.


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