Jeff & Lisa discuss the how transferring your pension can give you greater flexibility of how you can use your money during the different stages of your retirement. Length 1.53”
Jeff & Lisa look at some of the issues related to health and inheritance that may influence the decision to transfer or not. Length 2. 12"
The final video looks at DB schemes being inflation proof and offering certainty which may be the most important consideration on whether to transfer or not. Length 2.53”
RobMac has been at the forefront of the financial planning industry for the last 25 years. Based in the centre of Edinburgh we successfully manage over £150 million for our clients throughout the world.
Jeffrey S Lewis BA Dip PFS - Director
Joined the industry 25 years ago and have worked for RobMac since 2013. As a consultant I advise on the full range of financial services solutions.
Lisa Davies DipFA - Independent Financial Adviser
I have worked in finance for over 40 years, for the last 13 with RobMac. My role is Operations and Compliance manager and consultant.
Paul Porteous BCom FSA Scot DipFA - Operations Manager and consultant