Samantha Thorpe Dip PFS’ Post

Making the wrong choices can be costly concerning pensions. Here are our top 5 pension mistakes. #pensionadvice #autoenrolment #privatepensions https://lnkd.in/eeEUMCGq

Explore the process of valuing defined benefit pensions for UK's Lifetime Allowance with practical examples, key calculations, and implications. https://lnkd.in/dvTdKAnv http://wix.to/ThF6Dm0

Review - Pension Transfer “I have transferred another couple of small pensions - very smooth once again. Plus, I am happy with the investment return they have achieved for me so far.” If you need assistance with pension transfers, get in touch with our team today: E: [email protected] T: 01727 227557 #PensionTransfer #ClientReview #FinancialPlanning

You may have acquired several pensions from various employers in your career, making it easier to lose a pension than you might think. Find out how you could go about finding a lost pension in our article >> https://lnkd.in/eZ2_Nu_6

🎉 We have found a whopping £25m+ of lost pensions for employees! Some key facts: ⭐ 4,000+ = the number of pension hunts submitted to date ⭐ £9,950 = the average pension pot value Discover more about our Pension Finder tool ➡️ https://bit.ly/3ULuVTj

🔍 Need to know when your pension scheme must connect to the upcoming pensions dashboards? Find out quickly with our Pensions Dashboards Connection Date Finder. With less than a year to go until the first schemes must connect, it’s crucial to be prepared. Get started: https://lnkd.in/ewrUjBwP

Should be an interesting and topical session.

As we approach the mid-point of 2024, many Defined Benefit Plan sponsors are evaluating the risks associated with their pensions. Join us this Thursday for three perspectives on how DB sponsors are currently utilizing different Pension Risk Transfer strategies for the calendar year.

How many pensions do you have? One? Three? Five?! You might be surprised to find out how many workplace savings funds you have, and it might be time for a tidy-up. With our Money Management Service, we can tell you everything you need to know about consolidating your pensions, including: ✅ Whether bringing your pensions together into one pot is right for you ✅ Potential fees and penalties you might incur ✅ Whether you should consider switching to a better deal with a different pension provider Find out more in the comments ⬇️ #PersonalFinance #WorkplaceSavings

🌟 Simplify Your Pension Management! 🌟 Are your pensions scattered across different employers? We can help consolidate them into one place. Contact Baker Gladstone & York at 020 8240 4487 for a free analysis to determine the best approach. #PensionManagement #FinancialAdvice #BakerGladstoneYork #PersonalFinance #RetirementPlanning