Celebrating 1 Year Of Pension Freedom

Celebrating 1 Year Of Pension Freedom

It’s 1 year since the legislation changed to allow deferred members of Defined Benefits take 25% out in cash and reinvest the rest in an ARF. Find out more about why we are so excited about this change in the legislation here.

Pension Case Study: Mary

Pension Case Study: Mary

We recently met with a pension client who we’ll call Mary. Mary’s pension scheme had a large deficit. Learn how we helped her get the most from her pension.

Pension Case Study: Joan

Pension Case Study: Joan

Sometimes it’s not in the client’s best interest to retire early. See how we can advise you if we believe it’s not the best option for you.

Pension Case Study: Susan

Pension Case Study: Susan

We met with a client called Susan who was made redundant 9 years before her retirement age. Here’s how we used an early payout of her pension to help secure a more regular income for her.

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