Women & Money Cafe
The Women and Money Cafe is a space where women can come to listen and learn about all things money in a friendly, informal, no-jargon environment. Hosted by practising independent financial adviser and financial coach Julie Flynn. Each episode in the Women and Money Cafe we bring together members of our expert panel of female financial advisers, coaches, investment managers, guest experts and women from all walks of life to share, support and make space for Women to feel empowered with money. We make finance accessible and fun whilst expertly de-mystifying money and sharing our wealth of expert knowledge.Come join us on the sofa, in the Women & Money Cafe
Women & Money Cafe
126. Shit! I've opened my pension statement, now what? (rerun)
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
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