• Helpful Basics -Combining Pensions

  • Nov 27 2024
  • Length: 38 mins
  • Podcast

Helpful Basics -Combining Pensions

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  • Summary

  • 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.
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