Mr Clarke, aged 71, had a Skandia Pension Fund of £21,764. Using LV (Liverpool Victoria) we provided a tax free lump sum and a higher pension income. We assisted and co-ordinated all the paperwork for him and ‘held his hand’ through the stressful decision making process.
Mr Clarke commented:-
‘I found the experience of arranging my pension annuity with you a very simple and not at all stressful, as I was previously lead to believe. Thank your staff for being so polite and helpful.’