I needed the lump sum from my pension scheme so my wife can afford to take a year off and retrain but they insisted I take a regular pension as well as the lump sum. This meant I would pay 40% tax on the pension income as I still work. I didn’t even want the regular income yet! What can I do?
Gary was able to transfer the pension to a more modern scheme where I can get the tax free lump sum and not take the regular pension until I actually retire. This should mean that I’ll pay a lot less tax on it.
Gary did all the legwork and paper chasing and kept me informed at every step. Great service, thank you.‘