My pension has grown in value substantially
Mandy Wallace - Property investor Businesswoman and property investor Mandy Wallace, 56, of West Sussex, took control of her old pension plans almost 4 %
Mandy Wallace – Property investor
Businesswoman and property investor Mandy Wallace, 56, of West Sussex, took control of her old pension plans almost 4 years ago and this month she retells the story of how investing them in property has brought her success, whilst also aligning with her strong investment values.
In March 2014 Mandy contacted TLPI, a company that specialises in helping people to invest their pension in property. “I wanted my pension fund to be invested in property, whilst knowing that it was bringing some benefit to others” stated Mandy.
As an investor, Mandy understands the property market, so for her choosing to invest her pension in property was obvious but she also wanted to understand the philosophies of the company that she would be working with. “I started researching how I could transfer out of my current pensions, control my choice of investment and work with a company that would listen to what I wanted to achieve.” Mandy explained. “The team at TLPI, headed up by investment expert Gareth Bertram, took clear note of what my investment aspirations were and we have now built a great working relationship”.
A specific type of property investment was sourced for Mandy that would marry up with her goals and she started the process of setting up a new pension. “The whole process was incredibly simple and everything was explained to me so that I fully understood what I was doing and how my returns would be obtained. I spoke with other investors who had already worked with TLPI and the references I received were exemplary.”
There are many reasons to transfer out of historic final salary pensions or frozen employer schemes which include investment choice (such as property), flexible drawdown from age 55 and Inheritance Tax benefits, but for Mandy she had her own reasons. Her pensions were historically invested in traditional shares which did not meet with her goals or ideologies. “I have certain ethical values including people, animals and the environment, which through the simple nature of share investing, can’t be controlled. You don’t know where your money is invested, who is investing it or what the ethical values of the company holding your funds are. Aside from this, I didn’t know whether the funds would have any substantial value when I draw income from them later in life.”
Mandy concludes
“I’m pleased to tell YPN readers that my pension has grown in value substantially as a clear result of investing in property with the help of TLPI. I should also mention that particular care was taken in listening to what I wanted to achieve from the outset”
Investment consultants at TLPI maintain long-term relationships with clients to help work towards their success. If you are considering investing your pension in property then quite evidently, they can help you to do this.
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Paul Reid
01.09.2024
I am nearly through the setup process for my SSAS. HMRC have taken about 12 weeks to approve the scheme. TLPI have been quick in getting the SSAS setup process started and have monitored the HMRC approval, responding to questions HMRC asked. TLPI prepared the new bank account application and pension transfer request, ready to submit upon HMRC approval, of the SSAS. Time to complete the setup is as short as possible with TLPIs proactive setup process.
Kenneth Irabor
21.08.2024
I am incredibly pleased with the service provided by TLPI in setting up my SSAS pension. The team was professional, knowledgeable, and supportive throughout the entire process. They guided me every step of the way, ensuring that everything was handled smoothly and efficiently. Thanks to their expertise and commitment, I've already seen an initial successful investment, which has given me great confidence in their abilities. I highly recommend TLPI to anyone looking for top-notch support in managing their pension and investments.
Tommy Meads
19.09.2024
We used Jordan @ TLPI to set up a family trust for our company to purchase a commercial property. He was efficient, informative and professional every step of the way. If there were any queries during the whole process they were resolved promptly. This was our first dealings with family trusts and TLPI's guidance during this time was highly valued! I would highly recommend them!
Liam Thomas
15.08.2024
Jordan looked after us incredibly well from start to finish. Dealing with tax can be a complicated process but Jordan simplfies everything and takes the time to answer all of your questions in detail. Would highley reccomend.
Richard Smith
11.07.2024
TLPI provide a brilliant service full stop. From our initial conversations they have been extremely helpful, diligent and thorough. I can't thank them enough for their advice, pointers and guidance that they have provided so far. They have made something which to me is extremely complex and confusing feel very straight forward.
Cris Emson
29.05.2024
I much appreciate the help and guidance TLPI have given me in setting up a Family Investment Company, and now we have reached the end of the first year we are now preparing the first set of annual accounts. Again TLPI are proving invaluable is giving help and advice, and I am sure none of this would be possible without their expert support.
Keith Jones
17.08.2023
Tlp have been fantastic with there advice and help in setting up my retirement plans , putting structures into place to help with future generational hand over of assets, great advice from Jordan Sharpe, easy to deal with and always on hand for help when needed, well done all, 👏 ✔️
Big thanks to sue for all your outstanding work, sue kept me updated with my pension transfer every step of the way, I would have no problem referring them on to anyone who needs sound advice and financial pension planning, thanks again for all your help,
Vipin Varsani
03.08.2023
Very helpful through the whole process and after.
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