Should you transfer your pensions? Many of us have multiple pension plans, each with their own rules and complexities. So, how do you determine whether transferring them into one is the right choice?
Combining your pensions into one can bring valuable benefits including simplifying management, reducing charges and making it easier to monitor investment performance and risk strategies. However, before making a decision, it’s crucial to assess each pension individually, consider your retirement timeline, financial goals and your other assets.
Watch our experts and they will help you to understand:
- Key factors to consider when evaluating your pensions
- Potential drawbacks of pension transfer
- When keeping your pensions separate might be the smarter choice
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
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Speakers
Andy King
Retirement Planning Specialist
Emma Rivers
Financial Planner
Ricky Wilson
Associate DirectorFinancial Planning
