It’s with pleasure I can share a good news story how I helped one of my clients who unfortunately suffered a critical illness. Before I get to the story for those that do not know let me tell you what a critical illness policy is.
This is a real-life case in 2020 where an equity release agreement has helped a couple separate in later life and for our client to retain ownership of the matrimonial home and importantly remain living in their home with no change to their standard of living.
Some people believe that saving into a pension scheme is pointless because they may not even reach retirement. So whats the point? Others see the many benefits of saving into a pension but are unsure of what happens to the fund if they die. I hope this blog opens your eyes to the legacy you can leave to a loved one through investing tax efficiently into a pension.
Taking the reins and having more control over your pension pot
Don’t lose your life savings or be persuaded to invest in high-risk schemes
Reaching those milestones starts with setting clear financial goals
What’s your magic number? Your five-year plan to a comfortable retirement.
