We were asked by a client if we could help her parents, Terry and Barbara, prepare for retirement.
Terry has an existing pension but he didn’t know how to achieve the best income. However, being of a cautious nature, he did know that he wanted the certainty of a regular income for the rest of his life and peace of mind that should he die before Barbara her financial future would be secure…
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Ray is an existing client, who, at 60 years old, had not been enjoying work for some time.
He seemed to be permanently on call, was traveling too much and was consequently stressed and tired for much of the time.
Whilst Ray wanted to stop working and retire, he really didn’t think there was a way to do this and was resigned to working for years to come…
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Simon is the son of an existing client who we have advised for many years.
Typical of many people of his age, he has several pensions, six to be precise, accumulated from various jobs over the years.
Simon won’t mind us saying that he paid very little interest to his pensions. He had no idea whether they were likely to provide an acceptable income in retirement. Nor did he understand how much risk he was taking, whether it was enough, or too little, how much he was being charged or how his pensions were performing…
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