Neil Dixon
Neil’s client, Andrew, is just about to turn 65 and will soon be retiring from dentistry. Andrew has been offered the opportunity to take out the Dentists’ Provident Lifetime membership plan.
Neil has been helping Andrew plan for his retirement and they have been consolidating and simplifying Andrew’s complex investment portfolio.
Neil has recommended that Andrew take up the Lifetime membership plan with the maximum participation units allowable, as it offers flexibility of access and the current bonus rates compare favourably to the other similarly liquid alternatives.