If someone told me how much time it would take to consider an employer offer to take control of my own pension, I wouldn’t believe them. As I never had the chance to look forward and consider how our finances were supposed to pan out for us as a family, I really struggled. I had a time-bound decision to make.
The Acuvest process really helped as it gave us the tools to think about our bigger, longer-term financial needs and laid our financial plan out for us really clearly and simply. In the end we made our decision to take control of my old DB pension and feel comfortable that we also have a partner in Acuvest to help ensure our investments are working for us.