Published on 12, July, 2020
Somehow I once managed to hold down a job long enough to accrue a bit of a pension pot which I now need to transfer/get at. To do this you now have to have a form signed by an 'IFA' or independent advisor. So I did my usual trick which is email a few as I can't use phones or do face to face and got nowhere. Most either don't reply or email back demanding my phone number. Also their websites to me are rather evasive or lacking precise details which winds me up a lot. And they are mainly focussed on luring you into a lifelong relationship involving ongoing fees. I wonder if anyone here has managed to use an IFA? Any tips? Maybe there is an autism aware one somewhere? PS remember to be careful divulging financial info in emails!!
Did you manage to sort out your pension? I'm an outsourced paraplanner (I conduct research and write reports for IFAs and their clients). I'm also autistic. I know of a few advisers who may be able to help you. It's important to ensure you're not giving up any valuable guarantees when transferring pensions, and that you're invested appropriately so definitely worth speaking to an IFA!