Helpful Basics -Combining Pensions
The Meaningful Money Personal Finance Podcast · Pete Matthew - Meaningful Money
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Show Notes
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.