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Case Studies

These are recent cases where we have added real value:

Pension Release**

Mr F asked us for advice regarding releasing some money from his pension to pay off debt.   By releasing a Tax Free Lump Sum, he paid off £24,000 of debt, saving £660 per month in interest and capital repayments.  This relieved a huge amount of stress for him.

Pension Review / Transfer

Mr M asked us to review his existing pension arrangements. After detailed analysis we were able to clearly show that he would be better off transferring into a new style plan with lower charges. We duly arranged the transfer for him, saving him £24,000 in charges and gaining an extra £38,986lifetime income*.

Putting a pension into payment

Mr L had received an annuity quote from his existing pension provider. We established that due to his poor health he qualified for an Enhanced Annuity. As a result we increased his annuity income by 26.4%, likely to result in an additional income of £12,672 over the rest of his lifetime.

Mrs S needed funds towards her daughter’s education.  We recommended using a Flexible drawdown arrangement which provided the initial £10,000required tax free followed by £9,800 per annum for a fixed 3 years to cover the on-going fees. This meant the daughter can receive an excellent education and still be debt free at the end.

Please complete and return the initial enquiry forms to see how we can help you.

*Figures based on standard growth assumptions and normal life expectancy
** This service isn't suitable for everyone and it will reduce your income at normal retirement, which is why specialist advice is highly recommended.

 

Contact us
Please complete the form below for any general query.
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To view our Client Privacy Statement click here