Best Financial Advisors in Pudsey

Maximising Pension Returns: A Case Study in Strategic Financial Planning… I recently encountered a lady whose pension she gained from her divorce settlement was situated in an underperforming and expensive plan. Recognising the potential impact on her long-term financial security, I implemented strategic changes to secure her a higher return on her pension investment. By restructuring her pension and securing just a 1% higher return on her £750k pension, my client saw significant financial gains. Specifically, she was £7,500 better off each year, resulting in an impressive £225k increase over 30 years. This case underscores the importance of strategic financial planning, especially when it comes to pension investments post-divorce. Even seemingly small improvements in pension performance can yield substantial long-term benefits, providing greater financial security and stability in retirement. If you're concerned about life after divorce, how to make your divorce settlement work harder, the performance of your pension or want to explore opportunities for optimising your retirement savings, don't hesitate to reach out to a Divorce Financial Expert.