What You Need To Know
- Why transfer?
- How the process works.
- Things to watch out for.
- About DB transfers.
Everything You Need To Do
- Get up to date with your existing plans.
- Decide if there’s any reason to leave the pension where it is.
- Request the transfer.
- Chase to completion.
We’re going to spin out the listener questions into a separate Q&A show which we’ll drop into the feed every 2-3 weeks or so. These will be in addition to the main feed, most likely, but they’re easier for us to produce because they require less writing! Send your questions to hello@meaningfulmoney.tv Subject line: Podcast Question
