Helpful Basics -Combining Pensions

Today we’re going to look at combining or consolidating pensions - a big subject which we’ll try to do some justice…   Shownotes: https://meaningfulmoney.tv/HB10   What You Need To Know 02:15 Why transfer? 04:47 How the process works. 07:47 Things to watch out for. 14:39 About Defined Benefit transfers.   Everything You Need To Do 26:44 Get up to date with your existing plans. Pension Transfer Checklist (PDF) 28:27 Decide if there’s any reason to leave the pension where it is. 29:44 Request the transfer. 31:07 Chase to completion. 35:07 Podcast Review.

Om Podcasten

Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order. Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode. This podcast will appeal to listeners of MoneyBox Live, Wake Up To Money, Listen to Lucy, Which? Money and The Property Podcast. To leave feedback or ask a question, go to http://meaningfulmoney.tv/askpete Archived episodes can be found at http://meaningfulmoney.tv/mmpodcast