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126. Shit! I've opened my pension statement, now what? (rerun)
Siri yang diarkibkan ("Suapan tidak aktif" status)
When? This feed was archived on January 31, 2025 12:23 (). Last successful fetch was on December 10, 2024 16:36 ()
Why? Suapan tidak aktif status. Pelayan kami tidak dapat untuk mendapatkan kembali suapan podcast yang sah untuk tempoh yang didapati.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 411197187 series 3011006
We've been getting a lot of messages to the WMC HQ about pensions. So we thought it would be timely to revisit episode 53, where Julie, Michelle and Sara walked you through what your next steps are.
Some of the things we cover:
- How to find a financial adviser
- What happens in the first meeting
- What to bring with you to the meeting
- What we’re looking at in the paperwork
- How we will explain your pensions to you
- What happens at the end of the meeting
Resources:
Pension Wise
Pension Tracing Service
VouchedFor
Unbiased
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note [email protected] or via instagram with your thoughts and suggestions.
129 episod
Siri yang diarkibkan ("Suapan tidak aktif" status)
When? This feed was archived on January 31, 2025 12:23 (). Last successful fetch was on December 10, 2024 16:36 ()
Why? Suapan tidak aktif status. Pelayan kami tidak dapat untuk mendapatkan kembali suapan podcast yang sah untuk tempoh yang didapati.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 411197187 series 3011006
We've been getting a lot of messages to the WMC HQ about pensions. So we thought it would be timely to revisit episode 53, where Julie, Michelle and Sara walked you through what your next steps are.
Some of the things we cover:
- How to find a financial adviser
- What happens in the first meeting
- What to bring with you to the meeting
- What we’re looking at in the paperwork
- How we will explain your pensions to you
- What happens at the end of the meeting
Resources:
Pension Wise
Pension Tracing Service
VouchedFor
Unbiased
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note [email protected] or via instagram with your thoughts and suggestions.
129 episod
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