Retirement planning is an essential aspect of financial stability. But it's no secret that it can be a stressful and challenging process. With the ever-changing landscape of the financial market and the impact of market volatility on pension investments, you need to be proactive and informed on protecting your retirement savings.
Mark, a client of ours who underwent the MoneyHelper telephone call service, recently informed us that someone from MoneyHelper is following our YouTube channel closely. This pleasantly surprised us and reinforced our commitment to providing top-notch financial advice and educational content. We believe that the positive feedback from our clients and industry experts is a testament to the quality of service we offer at Cameron James.
In this article, we will explore the MoneyHelper telephone call service and how it helped Mark in his circumstances. We will also discuss the role of MoneyHelper and Pension Wise, and how they offer free impartial guidance to individuals with UK pension assets.
If you're in a similar situation, we invite you to watch our YouTube video. Our CEO shares valuable insights and advice on how to manage your pension and protect your retirement savings.
MoneyHelper Telephone Call: What is it?
The UK government established the MoneyHelper telephone call as a free and unbiased service to help individuals understand their financial and pension options. In our experience, around 80 to 90% of UK pension schemes require clients to complete this service when transferring a Defined Benefit pension. It is also available for people who want to reach out independently with questions or concerns.
Positive Feedback from Our Client
Our client, Mark, reached out to us to help him complete his UK pension transfer. We went through a period of advice with Mark. This included an initial Zoom conversation, where he said that he was impressed with the MoneyHelper telephone call service.
However, being a very detailed individual, he wanted to make sure he had all his ducks in a row. He did a lot of his own due diligence and research. During this time, we had a lot of exchanges back and forth. Typically in these exchanges, Mark would be checking information, checking facts, and reiterating things.
Eventually, Mark reached out to us with an email. It stated that he had done his due diligence and was happy to proceed. He shared with us that he had spoken with several organisations and found out that we are a highly regarded firm in the industry. He even said that one person at MoneyHelper stated that they're great fans of ours and watch all of our YouTube videos.
We were elated to receive encouraging words from Mark, particularly from a reputable and customer-oriented service like MoneyHelper. Knowing that our efforts are making a positive impact on many people is truly gratifying.
Cameron James – UK & Expat Financial Planning
At Cameron James, we are a team of dedicated financial advisers who provide top-notch financial planning services. Our goal is to help you achieve your financial goals.
With years of experience in the UK pension transfer industry, we have built a reputation for delivering tailored and personalised financial advice. We understand that everyone's financial situation is unique, which is why we take a holistic approach to financial planning. We take into account your individual circumstances, goals, and risk profile.
Our team of qualified and regulated IFAs are passionate about providing the best possible advice to our clients. This is why we keep ourselves updated on the latest trends, regulations, and market changes. We work with you every step of the way to ensure that you understand your financial options. We will also help you understand the implications of each decision you make.
Move Forward with Cameron James
Our commitment to providing valuable financial advice for your UK pension transfer and support to our clients is unwavering. We are grateful for the positive feedback and testimonials that we receive, such as Mark's story about someone at MoneyHelper following our YouTube channel closely.
We invite you to check out our YouTube channel for more informative videos on UK pension transfer and to reach out to us for any questions or concerns you may have about your UK pension options.
Remember, with the help of our IFAs and services like MoneyHelper and Pension Wise, you don't have to navigate your pension decisions alone. Get the most out of your money and pension choices with our help.
Schedule a free consultation with one of our IFAs and speak with us today!