“After 26 years working for Barclays I was offered a lump sum of £33,260.06 and an annual pension of just £5,095.51. With advice I was able to find out my pension was actually worth £310,769.30, which was a shock! I decided to transfer my pension pot, allowing me to take 25% tax free (£77,692.32) to repay my mortgage, and invest £233,076.98 with an IFA. And now any funds within my pension will be left to my children rather than being lost.”
Sandra, Liverpool