💬 When Persistence Pays Off – And the Right Advice Truly Matters
At Clarity Wealth Limited, we believe in doing what’s right — even when it takes time, tenacity, and a refusal to accept “there’s nothing that can be done.”
Recently, we helped an 85-year-old client who’d spent over a decade facing unresolved issues with her pension provider. Due to an administrative error, her pension had been incorrectly marked as “retired” at age 75. It was disinvested into cash, communications ceased, and the fund sat untouched — losing a decade of potential growth.
By the time she came to us, the only option offered was a £3,000 per year annuity — a poor solution for her needs. She’d have had to live to 100 just to recoup the value.
Previous advisers had tried to get answers, but without success. That’s when Clarity Wealth Limited — and more specifically, Victoria Ogle — stepped in.
Victoria pursued the case with exceptional diligence, persistence, and technical knowledge, refusing to accept an unsuitable outcome.
🔍 She identified the provider’s error
📞 Challenged the annuity-only stance
📤 Fought for a more appropriate solution
💷 Secured Late Payment Interest of over £10,000 — paid directly to the client
🔄 Arranged for the pension to be moved into her existing Flexi-Access Drawdown, giving her flexibility and preserving her beneficiaries’ rights
The result?
✅ A client with full control of her pension
✅ Tangible compensation for years of lost opportunity
✅ Peace of mind — at last
We’re proud of the outcome, but even more proud of the process.
👏 Huge thanks to Victoria Ogle for her outstanding work and unwavering focus on what’s right for the client.
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