Retirement & Health in a changing world
In a recent HSBC global survey, the difference between the aspirations of many and the reality was amazingly stark. Of those surveyed who...
You are too busy and don’t understand them.
The existing arrangement is with a company who are difficult to call or get information from which is easy to understand and the statements they send out are confusing.
Many of our clients think that because they have an existing pension or saving arrangement with a ‘big company’ it is being managed and looked after.