Przejdź do trybu offline z Player FM !
126. Shit! I've opened my pension statement, now what? (rerun)
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on December 10, 2024 16:36 ()
What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
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 womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 odcinków
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on December 10, 2024 16:36 ()
What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
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 womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 odcinków
Усі епізоди
×Zapraszamy w Player FM
Odtwarzacz FM skanuje sieć w poszukiwaniu wysokiej jakości podcastów, abyś mógł się nią cieszyć już teraz. To najlepsza aplikacja do podcastów, działająca na Androidzie, iPhonie i Internecie. Zarejestruj się, aby zsynchronizować subskrypcje na różnych urządzeniach.