My Client has a Limited Pension Fund. The transfer value is currently £51,106. It will pay either £1440.49 per year or a Cash sum of £459.37 plus a yearly pension of £1402.96. This all seems a very poor return. What can she do, if anything, to increase the value, either the yearly sum or Cash / Yearly?
I would appreciate any comments or views.
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You need our sister site financialadvisingweb.co.uk
I'm not qualified to give advice on investments and I suspect most of the contributors on the site aren't either.
Agree with lionofludesch. If you aren't qualified, regulated and insured to give investment advice, don't. It's that simple.