26 Feb 2015

Baffled by Aegon letter -changes to With ProfitsInvestment

A question about : Baffled by Aegon letter -changes to With ProfitsInvestment

I know there is another thread on this, but did not wish to hijack it!!

I've had this Aegon policy since 1990 and despite mediocre performance have hung on in. My NRD is 60 which is June 2016.

26 Feb 2015

Drawdown charges

A question about : Drawdown charges

Following a discussion in another thread and me dropping subtle hints to Snowman about including drawdown charges in his spreadsheet, then him suggesting I compile the data title=Embarrassment... I've attempted to do this for all platforms in his spreadsheet (except Fidelity as they require you to take advice or go via their subsiduary and pay unspecified fees).

26 Feb 2015

Pension

A question about : Pension

Recieved a statement which I requested from an old employer about my pension as to what the value is. Listing ways to take the pension then on another letter Trivial Commutation Lump sum. If I take the lump sum it will discharge the trustees of all liability of the pension scheme. No mention of paying tax . Any one clarify this for me .

26 Feb 2015

33 Years Old

A question about : 33 Years Old

Hi,

Hoping I can get a bit of advice. Ive had a look online, and read through the forums, and tbh I feel none the wiser!

Im not sure what pension scheme I should do, so below is my history and my situation:

History/Background

Pension History

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