Fix My Pension – The retirement planning experts

Lehman Brothers Pension Scheme

We have been approached by a number of deferred members of the above scheme asking for advice on how best to proceed with their Lehman brothers Pension Scheme. The scheme is now fully funded and they will be purchasing deferred annuities for all remaining members with Rothesay Life. There are specific deadlines for this purchase. You are able to request a Cash Equivalent Transfer Value (CETV) and statement of retain benefits. Once received this gives you a 3 month window in which to decide whether to do with the deferred annuity option with Rothesay Life, or transfer to a personal pension or Self Invested Personal Pension (SIPP) of your choice. You will need advice on this process from an Independent … Read More…

Pension News

Quick Call Back