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Pru with Profits Pension Plan - transfer?
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This discussion was created from comments split from: Advice on moving a Pru With Profits please. What to do?.
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Advise Please
My OH has a Pru with Profits Pension Paln which is due to mature for approx £19K.
As she is near 65 and does not work, I am looking to transfer the plan to another supplier, in order to drawdown in full tax free over two tax years ie 24/25 and 25/26. looking for cheapest way to do this and best Sipp .0 -
@Adviseplsnew251 - we've moved your post into its own thread
Official MSE Forum Team member. Please use the 'report' button to alert us to problem posts, or email forumteam@moneysavingexpert.com0 -
looking for cheapest way to do this and best Sipp .Why move it at all if its going to be fully UFPLS within months?
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 -
What options has she been given by the Pru?
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