Edward knew that he didn’t want his pension income to depend on stock market returns but felt overwhelmed by the information he had received from his various pension providers.
We were approached by Edward, the 62 year old friend of one of our long-standing clients. He asked for our help in sorting out his pension, in particular the mass of paperwork he had recently received from his pension providers. He had contacted them by telephone stating he had now retired from his business and would like to draw his pension. We arranged to meet at his home with his wife, Catherine, to discuss their requirements.
What they wanted to achieve
Our initial recommendations and actions
Edward and Catherine now have:
Please note that although this story is based on a real client, we have changed their name and aspects of their personal information to protect their privacy and identity.
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