Phoenix Life SERP with profit

Paspatur

Hi yes thank you he will consult an IFA but it is just good to have some info in advance so it is not all gobbledegook at the meeting


And from past experience they are not all au fait with Self Employed pensions especially ones that have been off the market for years - he was advised to transfer it when he went to work overseas! Glad I stopped him


Not sure about Pension Wise as I understand they give advice on the options rather than consult on specific policies?


Also may be different now but last year they offered me an appointment 70 miles away - and I live in a city


For my brother as a self employed tradesman that is a big hassle

xylophone

Pension Wise clarify the options - for specific advice he needs an IFA.