Pension Transfer Advice – Liz’s Story

Pension Transfer Advice

Liz's Story

Liz was living in social housing and facing a future of paying rent for the rest of her life. She was offered the opportunity to purchase her house under the Right to Buy scheme. Not being able to raise a mortgage she approached us for help. We managed to restructure her old final salary pension scheme to release a tax free lump sum which was sufficient to buy her home outright (using the Right to Buy discount), while still leaving a pension fund to provide her with income when she retires. Liz now has a home of her own and a rent free future.


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