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Pensions, annuities & retirement planning
Archives for January 2017
Discussion List
The Final Countdown - any advice
I am now just over thirteen months away from retiring early on my 58th birthday (or technically the day before). This is 8 years early as my NRD for my LGPS is February 2026. My OH retired on his 58th birthday in October last year so we now have his pension sorted and the monthly pension after tax for him is £1750. At the…
Personal Review questions
Hi everyone, My teaching union regularly sends offers for no-obligation personal reviews from Wesleyan and I know a few colleagues who have taken this up and found it useful. I'm thinking of doing so myself, I still have a good 30ish years to go, but I would like to be as prepared as possible so that I can make good use of…
Post 97 section 9 (2b) rights & Fixed Rate Revaluation
Wife age 57 requested a transfer value from her pension around 6 months ago and 1 part showed the following: Total Transfer Value £59650 (although the fund value was lass than £40k) Value of Post 97 section 9(2b) rights £51318 Revaluation Basis: Fixed Rate Reference Scheme Test Pension £1533 I have written to pension…
Workplace pension - change jobs
I have an existing pension pot but I am now about to change jobs I change jobs quite frequently and I am always concerned about transferring plans each time to a new provider Lets call my jobs A, B, and C My last employer (B) didnt bother to deal with the paperwork to transfer in my funds from job (A) They just couldn`t be…
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