Pension transfer values on the rise
James D. Barnes DipPFS, Managing Director - Alpha Global Wealth
Wednesday, April 18, 2018
The options taken at retirement are key. Decisions taken by advisors in setting and communicating the options available have the potential to significantly affect clients’ financial well-being in retirement. We need to consider their overall approach and strategy, including how transfer values are set and how options are communicated.
If you would like expert independent advice as to how to maximise control and flexibility over your pension, contact me at http://snip.ly/953tw