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'Cashed-In' Pensions
ALlS0N
Posts: 1 Newbie
Hi there
Can anyone tell me if I need to keep any of my old Pension paperwork once I have cashed them in & am now drawing it?
[FYI - I had 3 that were added together. I took my 25% tax free lump sum & the balance was transferred to a single provider from whom I now receive a pension.]
Thank you!
Can anyone tell me if I need to keep any of my old Pension paperwork once I have cashed them in & am now drawing it?
[FYI - I had 3 that were added together. I took my 25% tax free lump sum & the balance was transferred to a single provider from whom I now receive a pension.]
Thank you!
0
Comments
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Can anyone tell me if I need to keep any of my old Pension paperwork once I have cashed them in & am now drawing it?
Doesnt sound like you cashed them in. It sounds like you transferred them. You dont need to keep details of the historic pensions other than a record of the amount of lifetime allowance used.
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
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