Multiple pension plans? See if your pension could work harder in our webinar
Should you transfer your pensions? Many of us have multiple pension plans, each with their own rules and complexities. So, how do you determine whether transferring them into one is the right choice?
Combining your pensions into one can bring valuable benefits including simplifying management, reducing charges and making it easier to monitor investment performance and risk strategies. However, before making a decision, it’s crucial to assess each pension individually, consider your retirement timeline, financial goals and your other assets.
Join our experts and they will help you to understand:
- Key factors to consider when evaluating your pensions
- Potential drawbacks of pension transfer
- When keeping your pensions separate might be the smarter choice
Important information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
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Speakers
Andy King
Andy is a Chartered Financial Planner with over 30 years’ experience in the financial services industry. His career began working for a major life office and he then progressed to advising clients as an IFA for 22years, specialising in the corporate market. He then moved into training and development and latterly was the pensions SME for a UK Bank. He then took up his current role in January 2023 with Evelyn Partners as a Pension Technical Specialist. His responsibilities include providing technical assistance, training and research in pensions, as well as carrying out due diligence of third-party pension providers. He sits on the retirement policy council of TISA.
Emma Rivers
Financial planning
Emma joined Evelyn Partners from Barclays Private Bank & Wealth Management where she worked as a Wealth Planner advising high net worth and ultra-high net worth individuals on financial planning matters such as inheritance tax planning, tax efficient investing, pensions & retirement planning and financial protection. Prior to that, she was advising at Saunderson House (part of Rathbones group) focusing on clients who were Partners of the Big 4 accountancy firms.
Ricky Wilson
Ricky Wilson is a Fellow of the personal finance society and Chartered Financial Planner with over 20 years of experience in the financial services industry. He is an Associate Director and Team Leader at Evelyn Partners, where he plays a key role in the firm`s specialist “Working with Entrepreneurs” team, supporting business owners and individuals across the Thames Valley region. A former Queen`s guardsman, he brings discipline, insight and leadership to his financial planning work with high net worth clients and entrepreneurs
