• Menu
  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Shirley Hook-Pattison

Independent Financial Adviser | Bicester | Oxfordshire

Header Right

Call Shirley today on 01869 247995 or 07736 105865

  • Facebook
  • LinkedIn
  • Twitter
  • Home
  • Services
    • Investments
    • Pensions and Retirement
    • Inheritance Planning
    • Savings
    • Family Protection
  • Risk Profiling
  • Case Studies
    • Investment
    • Pension
    • Protection
  • Blog
  • Testimonials
  • About
    • About Shirley
    • About SG Financial Services
  • Contact

Mobile Menu

Contact Shirley

01869 247995 or 07736 105865

  • Facebook
  • LinkedIn
  • Twitter
  • Home
  • Services
    • Investments
    • Pensions and Retirement
    • Inheritance Planning
    • Savings
    • Family Protection
  • Risk Profiling
  • Case Studies
    • Investment
    • Pension
    • Protection
  • Blog
  • Testimonials
  • About
    • About Shirley
    • About SG Financial Services
  • Contact

Pension Case Study

“Following a financial review with Shirley Hook-Pattison I highlighted a concern regarding my deferred Occupational Pension.”

“Not being in the best of health I made enquires to the Pensions Manager of the Occupational Pension Scheme, as to what benefits my grown up daughter would be eligible for should I die. I am divorced and she is named as the sole beneficiary of my will. I was concerned to find out under the rules of the scheme my daughter would only receive the contributions I had paid into the scheme and not receive a lump sum as I had expected.

Shirley advised that I may wish to consider transferring the value of the Occupational Pension to a Personal Pension Plan which offered guarantees. Two options were considered and a recommendation made to meet my needs. This option ensured that my daughter would receive the full transfer value should I die. The Personal Pension Plan also provided for me to take the pension in small segments, ensuring that I am able to pass as much benefit to my daughter should I die before taking benefits.

Shirley listened to my concerns and recommended a financial product, which has left me with peace of mind. Having received Independent Financial Advice from her in the past, I had complete confidence in her professionalism, knowledge and trust. So much so that I have recommended her to close friends.”
DW of Nottingham

Primary Sidebar

Financial Services

  • Investments
  • Pensions and Retirement
  • Inheritance Planning
  • Savings
  • Family Protection

Latest Blog Posts

An IFA in lockdown

20th May 2020

How many choices will you make today?

16th October 2019

Touring around Europe in a Classic BMW – with breakdown cover!

30th August 2019

Get in touch with Shirley today

Start the conversation which will lead to peace of mind, knowing that your finances are in good shape.

01869 247995

Footer

SG Financial Services logo
  • Facebook
  • LinkedIn
  • Twitter

Contact

Shirley directly on
01869 247995
07736 105865

shp@sg-fs.com

SG Financial Services Head Office
01704 549935

Services

  • Investments
  • Pensions and Retirement
  • Inheritance Planning
  • Savings
  • Family Protection

Site Footer

Calls may be recorded | Authorised and regulated by the Financial Conduct Authority | Privacy Policy | Cookie Policy | Legal Information

Copyright © 2021 Shirley Hook-Pattison ยท Joanna Craig Website Design

This site uses cookies: Find out more.