I had the pleasure of speaking with a lovely lady named Jordan about withdrawing a percentage of my pension pot. She explained that my pot wasn’t large enough for that option and did so in a polite, calm, and clear manner. Jordan was excellent at breaking everything down without overwhelming me with information, and she arranged for a detailed pack to be sent for me to review.
Jordan, thank you for your patience and for explaining everything so clearly. To the directors and managers—Jordan is an exceptional asset to your team and absolutely deserves a salary increase!
Tony 17 Jan 2025