John provides some context and background as to why so many companies have frozen their pensions and have opted for a pension lump sum offer to current and former employees.
In this episode, John shares some of his experience with clients over the past decade, and one story in particular that will make you cringe!
With so much on the line in deciding what option to take, John provides his 7 Step Checklist as a guide to help you better manage the pros and cons.
The 7 Steps Include:
Has your company offered a pension lump sum offer and are you wondering what the best option is?
Schedule a no obligation consultation with John here: https://calendly.com/johnchapmanwpwm/client-meeting-30-minutes