Marta
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- Marta
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@richardgough said: Assuming (dangerous, I know) you have the PSO this will state the percentage of the pension fund to be transferred. Other than a current value of that percentage (which in my experience I've never had an issue with getting it)…
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Hello I am Marta, I have been paraplanning for way too many years than I care to count. I work for Tanager Wealth Management, a firm that is dual regulated by the FCA and SEC in the US and our clients are US persons or have some US connection. My…