We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide
Where can I find a Pensions specialist?
Sally3cats
Posts: 4 Newbie
We need to find someone to give us good advice with regard to our pensions. My husband is from New Zealand so will need someone who can find out what happens with an overseas pension as well. I haven’t a clue where to start looking and I am terrified of being scammed.
0
Comments
-
Do you really need a pensions specialist? A good IFA should be able to assist unless there is something really unusual about your situation.Sally3cats said:We need to find someone to give us good advice with regard to our pensions. My husband is from New Zealand so will need someone who can find out what happens with an overseas pension as well. I haven’t a clue where to start looking and I am terrified of being scammed.
An adviser who is FCA regulated is essential. Start here: https://www.fca.org.uk/consumers (plenty of links which may be helpful) and here https://www.moneyhelper.org.uk/en
As for the NZ pension - why can't your husband find out for himself by asking his NZ pension provider? Or doing a bit of basic googling should help - e.g. see https://www.workandincome.govt.nz/pensions/travelling-or-moving/social-security-agreements/united-kingdom.html
Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!0 -
You could try (at least for UK pensions)
https://adviserbook.co.uk/
ticking "confirmed independent" and any other specialisms required.My husband is from New Zealand so will need someone who can find out what happens with an overseas pension as well.Is this a private or occupational pension? The provider/administrator is aware that your husband now lives in the UK?
Has your husband approached the provider/administrator about drawing the pension?
Does he have any UK state pension?
Have you?
Have you checked state pension forecasts?
0
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 354.4K Banking & Borrowing
- 254.4K Reduce Debt & Boost Income
- 455.4K Spending & Discounts
- 247.3K Work, Benefits & Business
- 604K Mortgages, Homes & Bills
- 178.4K Life & Family
- 261.5K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards