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750 pension advice money - Transitional scheme

26 Jul 2020, 08:43

I am nearly at the end of the process of taking both my pensions (NRA60 65 and DBCBS) and should be entitled to the £750 for pension advice.
However I cannot get this until after I have taken my pension?
So I should need the advice now?
I have to decide (and I have) how to take my DBCBS monies and whether to maximise their tax effiency or invest in an annunity or just take as cash?
But I now have to fund any advice or search for advice here or on the internet?
Surely that money is needed before the process begins, not after.

£750 pension advice money - Transitional scheme

26 Jul 2020, 09:42

So get the advice if you need/want it and then pay yourself back after you've got the £750. Or more like £500 after deductions.

£750 pension advice money - Transitional scheme

26 Jul 2020, 10:50

Jefferson Starfish wrote:So get the advice if you need/want it and then pay yourself back after you've got the £750. Or more like £500 after deductions.

Personally I will be using mine for a return flight to Japan, as the money does not HAVE to be used for advice.

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