# Helpful Basics -Combining Pensions

An episode of [The Meaningful Money Personal Finance Podcast](https://invisiblenetwork.ai/podcast/581790263), 27 Nov 2024, 38 min.

Audio: https://traffic.libsyn.com/secure/meaningfulmoney/HB10.mp3?dest-id=119595

Today we're going to look at combining or consolidating pensions - a big subject which we'll try to do some justice… Shownotes: https://meaningfulmoney.tv/HB10 What You Need To Know 02:15 Why transfer? 04:47 How the process works. 07:47 Things to watch out for. 14:39 About Defined Benefit transfers. Everything You Need To Do 26:44 Get up to date with your existing plans. Pension Transfer Checklist (PDF) 28:27 Decide if there's any reason to leave the pension where it is. 29:44 Request the transfer. 31:07 Chase to completion. 35:07 Podcast Review.

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.