Jeff and Lisa discuss the pros and cons of transferring a defined benefit pension scheme to a personal scheme

In these 3 short videos, Jeff and Lisa discuss some of the issues that people need to consider when thinking about their pension.

There are many factors involved and each person will have their own set of circumstances and requirements to assess when thinking about their future and their pension.

These videos are designed to highlight some of the key issues and look at both the reasons to transfer your pension and the reasons not to.

 

Video 1

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”

 

 

Video 2

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"

 

             

             Video 3

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.

 

Andrew Hannay

Investment management, pension specialist and financial planning- corporate and individual. Joined Robson Macintosh and Co in 1994 and became a director in 2006. 
Andrew Hannay BA DipFA MIFS - Director

Involved in the financial services industry for 30 years and as an IFA since 2001. Director, adviser and pension transfer specialist dealing with primarily private clients and building relationships with professional connections.

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

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