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NHS can i transfer other pensions in ?.

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Comments

  • dunstonh
    dunstonh Posts: 120,175 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    had my fidelity pension forecast yesterday estimated from 5th may 2031 £1140 per annum.

    You need to look at the assumptions used and see if they are reasonable assumptions that match your objectives and expectations. I suspect they wont be.
    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.
  • adamcarvell
    adamcarvell Posts: 349 Forumite
    Part of the Furniture 100 Posts Photogenic Name Dropper
    dunstonh wrote: »
    You need to look at the assumptions used and see if they are reasonable assumptions that match your objectives and expectations. I suspect they wont be.
    do you think this pot might be worth transferring into the NHS pension ?.
  • dunstonh
    dunstonh Posts: 120,175 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    do you think this pot might be worth transferring into the NHS pension ?.

    Insufficient information to say. There is a lot more info required.
    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.
  • adamcarvell
    adamcarvell Posts: 349 Forumite
    Part of the Furniture 100 Posts Photogenic Name Dropper
    dunstonh wrote: »
    Insufficient information to say. There is a lot more info required.
    Balance at 03 Jun 2016£17,581.70Total Contributions since 03 Jun 2016£1,179.22Total Deductions since 03 Jun 2016£0.00Change in Value of Investments since 03 Jun 2016£1,936.18Personal Rate of Return10.70% Total Balance£20,697.10
  • adamcarvell
    adamcarvell Posts: 349 Forumite
    Part of the Furniture 100 Posts Photogenic Name Dropper
    those are todays figures from my online plan but it will be frozen so I'm not sure how it will grow etc.
  • dunstonh
    dunstonh Posts: 120,175 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    those are todays figures from my online plan but it will be frozen so I'm not sure how it will grow etc.

    It wont be frozen.

    Until you know what the NHS scheme will give you for the transfer value, you cant compare.
    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.
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