Consolidating three pensions before retirement: a couple's story
A couple nearing retirement consolidated three separate workplace pensions into a single Mosey drawdown plan.
0.4%
Average annual fee reduction
1
Single consolidated plan
The challenge
Three pensions from previous employers, each with different fees and fund choices, made it hard to see the full retirement picture.
Our solution
A Mosey adviser reviewed all three, consolidated into a single drawdown-ready plan, and modelled income scenarios for the first ten years of retirement.
“We went from three logins and three sets of paperwork to one clear plan we actually understand.”
Margaret Harrington
Customer since 2014
Tags#investments