Pension Transfer Advice – Lynne’s Story

Pension Transfer Advice

Lynne's Story

Lynne approached Audley for a review of her old final salary pension scheme. Lynne’s partner had already retired through ill health and she was acting as a full time carer for him. Her partner’s pensions more than covered their outgoings and Lynne was seeking more flexibility with her pensions. She managed to secure a very generous transfer value from her old employer and this has given them increased financial security until her state pension becomes payable.


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