Hi folks and welcome to the Meaningful Money Podcast season 11 episode 4. This is the podcast dedicated to helping you put your finances in order.

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

everything you need to do to secure your financial future. I'm here to help you make

sense of money.

Here we go, great to have you with me. Continuing our season on the

pensions masterclass giving you everything you need to know, everything you need to

do about that most important of wealth building vehicles, the pension in all its many

forms. And I can't really conduct a sort of thorough review of the subject of pensions without

addressing the subject of defined benefit, DB, or final salary pension

scheme transfers.

It's a topic of such weight and very current importance that to skip over it really would be sort of criminally

negligent. So I'm revising an episode from back in 2015 but re-recording it

and updating it a little bit to sort of reflect the last three years

experience of this most delicate of financial transactions.

So that's where we're going today, the deep end of the pool when it comes to the financial planning all right so after we've dealt

with that and could be looking at some of the most recent reviews that have been left announce

what we're talking about next time but before all like remember this podcast is brought to you

with the help of my friends at seven investment management

You specialize in multi asset investing something I talk about a lot here and I think that should form the core of most people's portfolio

That's what I preach over at my course, learn how to

invest.co. UK and seven and I am specializing that and they've been helping

out helping me out here or meaningful money for ages since 2011. I'm super grateful to them for doing that.

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