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.

The MSE Forum Team would like to wish you all a Merry Christmas. However, we know this time of year can be difficult for some. If you're struggling during the festive period, here's a list of organisations that might be able to help
📨 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!
Has MSE helped you to save or reclaim money this year? Share your 2025 MoneySaving success stories!

Opting out lgps

11112131517

Comments

  • Matt_22
    Matt_22 Posts: 323 Forumite
    Part of the Furniture 100 Posts Name Dropper Combo Breaker
    Large refund but annuitys cost a fortune 
  • Matt_22 said:
    That comment throw my abit with regards to the refund values etc.
    I'm going to post it tomorrow then I can forget about it thanks for all the advice.swindiff said:
    My wife left her LGPS role to go back to the NHS before she had completed 2 years service..  The refund would have been around £1500 and the transfer value was around £7500



    Not many people would take £1,500 (which will probably only actually be £1,200 after non refundable tax is deducted) against a transfer of £7,500 😳
  • Matt_22
    Matt_22 Posts: 323 Forumite
    Part of the Furniture 100 Posts Name Dropper Combo Breaker
    Sorry yes I didn't no whether I'd be better of taking the transfer refund and adding to the pp or next pension. Or if as it seems I'd be better locking a DD pension with the lgps
  • Matt_22
    Matt_22 Posts: 323 Forumite
    Part of the Furniture 100 Posts Name Dropper Combo Breaker
    Am I wrong in thinking about that? With regards to a transfer?
  • MTB1986
    MTB1986 Posts: 57 Forumite
    Fifth Anniversary 10 Posts Name Dropper
    Matt_22 said:
    Am I wrong in thinking about that? With regards to a transfer?
    I really don’t think there’s much more anybody can say to guide you on this one, Matt. You need to re-visit the scheme booklet, the posts on here and your own goals for retirement and then make a decision. Pensions can be daunting and unfamiliar, but for this particular issue you’re making far too much of a meal of it. 
  • Matt_22
    Matt_22 Posts: 323 Forumite
    Part of the Furniture 100 Posts Name Dropper Combo Breaker
    Thanks it definitely is unfamiliar. I've possibly made a poor choice in taking the new role. I don't want to mess my pension up too. But moving the pension could be a silver lining?
  • Matt_22
    Matt_22 Posts: 323 Forumite
    Part of the Furniture 100 Posts Name Dropper Combo Breaker
    This comment is correct?
    There is a near-zero chance that a refund of contributions will grow to be worth more than the deferred pension you would have if you allowed it to vest.
    ??
  • Matt_22 said:
    Thanks it definitely is unfamiliar. I've possibly made a poor choice in taking the new role. I don't want to mess my pension up too. But moving the pension could be a silver lining?

    Being in LGPS in the first place is a gold plated lining.

    If the job isn't for you that's one thing but to not end up with a LGPS pension would, in most people's eyes, be a particularly poor outcome.
  • Matt_22
    Matt_22 Posts: 323 Forumite
    Part of the Furniture 100 Posts Name Dropper Combo Breaker
    So the net decision is I'm better of transferring the 14k to buy in to the LGPS
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 352.9K Banking & Borrowing
  • 253.9K Reduce Debt & Boost Income
  • 454.7K Spending & Discounts
  • 246K Work, Benefits & Business
  • 602.1K Mortgages, Homes & Bills
  • 177.8K Life & Family
  • 259.9K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.