Antony & Helen’s story
Antony and Helen approached our team at Audley to review Antony’s various pension pots and wanted guidance on how he could best utilise his inheritance.
After discussing his pension situation, we suggested that he should consolidate all of them into one plan and review any asset allocation.
Based on current cashflows, we found that they do not currently have the sufficient funds for a comfortable retirement. As a result, we suggested that they should look to make pension contributions for Helen, as she only had a small pension provision.
However they decided they would prefer to spend the money on a new extension for their home, and that they would like to leave the pensions as they were.
They know that if they ever need any further advice in the future, that Audley is there to help them.