V1439 Pension Transfer David Kelly GA
Date: July 2019
Length: 1 hour 8 minutes
Pension transfer meeting with client David Kelly and adviser Greg Armstrong
Menu
DC Pension Transfer Description
V1439 Pension Transfer David Kelly GA
Date: July 2019
Length: 1 hour 8 minutes
Pension transfer meeting with client David Kelly and adviser Greg Armstrong
V493 Sim TF
Date: 11 August 2017
Length: 19 minutes
Consolidation of auto enrolment pension with existing pension for client. Simulation with Tom francis and Rob Agnew.
V907 Sim PG
Date: March 2018
Length: 27 minutes
DC pension analysis on £500k pension simulation with Paula Guedes and Rob Agnew
V816 DC Transfer Jane & Steve Little
Date: November 2017
Length: 56 minutes
Client DC pension transfer for Jane & Steve Little with Mark and Tom Francis
V872 Client Brian Smith DC pension AVC (with Profits)
Date: January 2018
Length: 36 minutes
AVC pension transfer analysis with client Brian Smith and adviser Nicola Glass with Mark observing