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The Meaningful Money Personal Finance Podcast

BQ9: Should I Tidy My Pensions?

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 14 March 2018

⏱️ 41 minutes

🧾️ Download transcript

Summary

Pensions have been a hot topic and a burning question for many people since they were invented, whenever that was. But should you just have one pension and consolidate as you go along, or wait and tidy everything up when you retire, or should you always leave everything where it is when you move employer? And where do we even start with DB scheme transfers? Fortunately, I have my good buddy Roger Weeks, my colleague at Jacksons Wealth to help us navigate these tricky waters…

Transcript

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0:00.0

Hi folks and welcome to the Meaningful Money Podcast season 9 episode 9.

0:03.9

I got my buddy with me again today. This is the podcast dedicated to helping you put your finances in order.

0:18.6

My name is Pete Matthew and I'm going to share with you everything you need to know

0:21.7

and everything you need to do to secure your financial future.

0:25.0

I'm here to help you with me once again.

0:37.0

Pensions have been a hot topic and a burning question for many people, what since they've been invented whenever that was but should you just have one

0:45.9

pension you know and consolidate as you go along through life or should you wait and tidy everything up when you retire?

0:55.0

When you move employer, should you leave your old scheme

0:58.0

where it is or should you tie it up into the new scheme?

1:00.0

And where do we even start with DB financial

1:02.6

final salary scheme transfers.

1:04.8

Fortunately I got my good buddy Roger Weeks with me here today,

1:08.0

he's my colleague at Jackson's Wealth, previous guest on the show,

1:11.3

and Roger is going to help us navigate these tricky waters.

1:14.0

So look forward to that after the main body.

1:16.7

Obviously I'll look at review that's been left.

1:19.0

I talk about what we're going to be discussing next time but remember before all that this

1:22.8

podcast is brought to you with the help of my friends at 7 Investment

1:25.8

Management who specialised in multi-asset investing something I believe should

1:29.5

form the core of most people's portfolio. 7-I-M have been helping me out on here for ages now,

1:36.0

so I'm really grateful to them for their help with meaningful money.

1:39.0

Check out what they're up to you at 7I.m. dot-code-uk.

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