Our director and pension specialist Rupert is renowned for delivering world class service to clients.
He stepped up to the plate again to help a household where Lifetime look after their financial affairs.
The lady had sadly seen her husband pass away recently and needed help with his drawdown pensions.
Rupert (pictured below) didn’t hesitate.
He duly received this message from the lady:
“The money from Nucleus has been paid in, which was a nice surprise as I didn’t expect it being that quick. I’ve also checked my husband’s Nucleus account and there is correspondence on there relating to it.
“I would like to thank you for everything you did for my husband. I know he had tremendous trust and respect for you, and I would like to thank you for everything you have done for me, sorting out his account in a caring and sensitive way.”