38 min

126. Shit! I've opened my pension statement, now what? (rerun‪)‬ Women & Money Cafe

    • Personal Journals

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 adviserWhat happens in the first meetingWhat to bring with you to the meetingWhat we’re looking at in the paperworkHow we will explain your pensions to youWhat happens at the end of the meetingResources:Pension WisePension Tracing ServiceVouchedFo...

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 adviserWhat happens in the first meetingWhat to bring with you to the meetingWhat we’re looking at in the paperworkHow we will explain your pensions to youWhat happens at the end of the meetingResources:Pension WisePension Tracing ServiceVouchedFo...

38 min