Meet Jonathan

Jonathan is married to Paula and together they have three teenage children.

Jonathan had various old workplace and private pensions, but no idea what sort of income they would provide him and his family in the future. He wanted to understand his financial reality better, then establish whether it was enough for his future retirement.

What we did

We completed a full review of Jonathan’s current plans, values, performance, charges and expectations for his retirement income.

Not only did we uncover that he was paying high investment fees, but his pension contributions were not in line with his personal goals. We made a recommendation and advised him on changes to make going forward.

Jonathan today

Jonathan now knows what income he can expect in retirement. When the time comes to take income from his pensions, he knows we will be there to help him with the arrangements.

He also now has a more cost-effective investment strategy and ongoing assistance with his pension arrangements and contributions.