We discuss a final pension withdrawal that is due to be made in a few months’ time to help bridge the gap with the start of his final salary pension next year. We also reflect on his retirement. It is pleasing that things have worked out as we had originally intended.
Friday
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I spend the morning updating notes and checking emails.
By early afternoon I am on a train to Harrogate where I will spend the weekend watching the Cycling World Championships with friends and family.
Nikki Rowell is chartered financial planner at Foster Denovo
If you are interested in writing a diary of an adviser then contact Ima Jackson-obot at ima.jacksonobot@ft.com
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