Tag Archives: Transfer
A tragic tale of a split pension.
This is the sad story of how someone, intent on running her finances independently of her “ex”, destroyed her personal financial security. It relates to a former member of my family and I am desperately sorry for her, … Continue reading
Posted in advice gap, annuity, pensions, Pensions Regulator
Tagged divorce, emotion, Financial services, pension splitting, Retirement, separation, tragedy, Transfer
14 Comments
Pension Transfer Offers – should you take yours?
I urge you to listen this excellent podcast (skip to 1 minute to avoid the ad). It’s led by Jo Cumbo and has the thoughts of a couple of IFAs (who I don’t know). At 13 minutes long it … Continue reading
Posted in pensions
Tagged CETV, fit, healthy, pensioner, pensions, Tax, Transfer, transfer-value
4 Comments
Pension transfers – are they worth it?
Britain is in great need of advice on transfers between one pension and another. This doesn’t just mean transfers from defined benefit schemes to defined contribution schemes, it means support in transferring pot to pot transfers for DC arrangements. Unless … Continue reading
Posted in pensions
Tagged advice, adviser, Business, DB, DC Defined Benefit, defined benefit schemes, Employment, FCA, Financial Conduct Authority, Financial services, Guidance, National Employment Savings Trust, occupational pension, occupational pension schemes, pension, Pension new, pension playpen, Professional Adviser Neil MacGillivray, Retirement, Scheme, Transfer
Leave a comment
Let’s talk about risk – trustees, let’s talk about you and me..
Members cannot take exercise freedoms on pensions in payment so the decision to draw a DB pension is as irreversible as buying an annuity. Trustees need to make their members knowledgeable about their options. Continue reading
Posted in pensions
Tagged Alan Rubenstein, Business, DB, dc, dc pensions, defined benefit, Defined benefit pension plan, DWP, Employment, Financial services, Government, Guarantee, National Employment Savings Trust, pension, Pension new, pensions, ppf, Proimise, Retirement, Steve Webb, Transfer
5 Comments