Planning for retirement
Chris & Joanna had worked since they were 18 and were approaching 65. They had both saved well into pensions at work but didn’t know what their options were for taking an income. They had looked at annuities and were baffled by them and had read about pension freedoms. For them it was about trying to demystify retirement planning and the peace of mind of knowing they shouldn’t run out of money.
- Financial MOT – £995
- Pension consolidation into drawdown – £2,000
- Ongoing charges on an investment of £250,000 – £2,500pa