Explore how four different people used financial advice to make life's biggest decisions.
‘What I’m trying to do is transfer my main pension pot — mainly for simplicity, so I can manage it easily. But also I have a small defined benefit pension, and on that I have some questions. I have been given a transfer valuation — which looks very favourable to me! — but I cannot see how they have arrived at that figure, so I’m not confident about whether to transfer it or not. Despite my financial background, I think I need Matt’s help understanding this!’