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A Client’s Story: “After discussing my options in detail with Gemma, I realised my current company pension, like most generic employer-provided Defined Benefit schemes, assume you will use your fund to buy an annuity and progressively de-risk your investments as you approach retirement. This is not necessarily appropriate if you have a mixture of pension pots or intend to use your investments on a draw-down basis, in which case a significant proportion of your pension remains invested for 20 years or more.”
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Gemma Darcy, Director of Darcy Financial Planning, has been advising clients for over 20 years. She tells us why understanding her clients’ lifestyle choices is the key to delivering the best service.