How Do I Structure My Finances Efficiently and Quickly?

Broadhurst
Andrew & Sandra had amassed 10 different pensions through various jobs they had had, as well as some ISAs, Premium Bonds, and a share portfolio they’d inherited.

Andrew & Sandra had amassed 10 different pensions through various jobs they had had, as well as some ISAs, Premium Bonds, and a share portfolio they’d inherited. Being busy professionals, financial planning was not foremost on their mind, and despite being seemingly well off the pension were proving to be more of a headache, rather than a comfort.

We undertook a detailed review of their pension and investments. We considered a transfer of their defined benefit pensions, but it was felt they were served to remain in place, whilst their Defined Contribution Pensions were all consolidated. Their share portfolio and ISAs were also consolidated to the same platform and invested in line with their appetite for risk.

Now all their investments can be viewed online at the click of a button, greatly simplifying their ongoing planning. They even discovered that they might reasonably expect to retire a few years earlier than they had previously thought.

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