Consumer Seeks Financial Adviser

Case Study.

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Harry has been a successful business owner for 30 years and is now looking to take life a bit easier with his wife & family. He is looking to access his pension funds as he phases in retirement.

He now wishes to take a Tax Free cash lump sum from his pension to help his children and organise income for his retirement. However, he is uncertain of the new rules around pensions and annuities so he takes advice to get a bespoke solution which gives him a sustainable income for life to include:

• •  An income for the rest of his life;


• •  Additional income which he can access flexibly as and when he needs it;

During this Financial Planning process John and his wife were made aware of their need to:

• •  Make a Will to ensure that their estate is paid out only to their beneficiaries of their choosing (not provided by the Openwork Financial Adviser);


• •  Arranging Lasting Powers of Attorney (not provided by the Openwork Financial Adviser);


• •  Review their Estate planning needs to avoid 40% Inheritance taxation through the use of gifts and trusts;

Read more about: Pension Advice or information about Financial Planning here.

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