income drawdown

Client Case Study (#02)

by George on September 11, 2013

I get an email. A guy has been diagnosed with abdominal cancer and given 12 months to live. He is married with four children, one just a few months old. Chemotherapy due to start soon. Good job with huge Death-in-Service benefit which will pay off the mortgage, but little in way of savings. Five bits of pension […]

Between a Rock and a Hard Place

by George on March 16, 2013

Your Biggest Ever NEST egg Always good to catch up with friends and great to see pension guru Steve Bee again. Just before auto enrolment kicks off, it is sobering to realise that the new NEST pension scheme does not provide compliance or any advice to employers. That is extra and during our meeting the […]