We're are fresh back from a USA and Australia tour where we met with many clients.
KEY FINDING
Time and time again clients come to us saying they simply left their pension and had written it off, not thinking they were going to get anything. This trend tallies with the Pension Advisory Service who say each year thousands of people contact them with questions and complaints about their retirement choices.
Clients often forget what frozen schemes they have and don’t realise they can be moved.
The UK pension regulator believes there is over £4billion in unclaimed or frozen pensions in the UK. We recently gave guidance to client who had a pension pit worth £120,000!
Simplicity and honesty is at the centre of our financial advice. For a no obligation health check – contact us today.
