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.