The complex options presented to me by my company pension scheme made me question whether I would have enough income in retirement. I was concerned about picking the wrong one and it not being flexible should my needs change.
Stuart listened to my concerns and found a perfect solution. I could take a certain amount from my company pension as guaranteed income for life which would give me a steady base income. By moving the rest of it to a flexible pension arrangement, I could not only take income when needed, I could also then pass on my pension benefits to my family when that inevitable time comes.
All this and he made sure it was as tax efficient as possible. Mostly, he explained it to me in a way that was thorough and easy to understand.
“Stuart listened to my concerns and found a perfect solution… explaining it to me in a way that was thorough and easy to understand.”