She wanted to understand how much each one was worth and how to make the best use of them in order to secure her financial future inwith her husband.
Security and flexibility
Rachel was keen to retain an element of her guaranteed and index linked income whilst also accessing sufficient capital to buy their perfect holiday home in Spain.
After meetings with a Haven Financial adviser, we undertook an analysis of all of her schemes to identify which would provide the best solution to deliver her aims and objectives, and recommended that she retain some of her defined benefitto deliver the secure income and consolidate the remaining plans into a more flexible arrangement.
Building the life you’ve worked for
This advice gave Rachel and her partner the ability to buy their perfect Spanish retreat and moreover, to furnish it to their exact requirements.
Rachel has been able to realise her aspirations for retirement, with the perfect blend of time spent in Spain, learning the language and enjoying the culture, with the financial stability to visit family at home and abroad wherever and whenever she wishes.