Three years ago, Ian approached Elevate Financial Services with a significant financial decision on his hands. He had been made redundant from his role at Oracle, and this change in his employment status prompted him to reevaluate his pension options. Ian had a pension with Oracle and was seeking a solution that would not only give him more control over his retirement funds but also provide greater potential for growth.
- Ian wanted to sever ties with his former employer and gain full control over his pension.
- He desired access to his pension from the age of 50, providing more flexibility in retirement planning.
- Ian also wanted to ensure that, in the event of his death, his wife would receive the pension funds tax-free.