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David, 63 from Northampton, wanted advice with his pension planning. Having worked since leaving school, he had accumulated a number of different pension plans. Given the changes in pension legislation over the years he wanted to understand his options and was hoping to be in a position to retire early. After obtaining updated details on all his plans we discussed his options and income requirements in retirement and provided a solution that enabled David to draw down on his funds tax efficiently.
David was able to achieve his objective of retiring early and now spends his time enjoying his hobbies and visiting his family overseas. With regular review meetings to discuss his financial planning and ongoing management of David’s funds, these have continued to grow into his retirement.