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Pearl Pension should I transfer it
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Strange, V2's dropped that name although it was around 1997 when the V2 was launched. There was a limited tranche of V1 prosperity plans which were transferred into V2s (or V3s) due to a charing issue Pearl had. Maybe yours is one of those.
Effectively, the Pearl plan is not making any real money and is unlikely to do so again. Make your own mind up from that.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
Can we just withdraw the money from Pearl?travelover0
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littlereddevil wrote:Can we just withdraw the money from Pearl?
No. Once inside the pension tax wrapper, it has to remain there, subhect to a few exceptions.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
I am waiting for the Pearl yearly statement, normally come in June.
Then I am going to transfer this into a Norwich Union Personal Pension for Mrs Cheggers.
Going to be 1/3 of if it the NU Property fund, then the other 2/3rds in two other medium risk funds, anyone got any tips of which NU funds are good?0 -
There's several hundred to choose from, incl external funds Nos 2166-2427
Check the fund ratings here (choose ABI for the NU inhouse funds and IMA for the external funds)
https://www.citywire.co.uk/Funds/Home.aspxTrying to keep it simple...
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