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126. Shit! I've opened my pension statement, now what? (rerun)
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 episodes
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 episodes
All episodes
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