In this engaging discussion, Jess Rooney, a Chartered Financial Planner known for her expertise with expats, shares vital insights on transferring UK pensions abroad. She demystifies the complexities of defined benefit pensions, emphasizing risks like currency fluctuations and tax implications. Jess stresses the importance of seeking tailored, regulated advice to avoid costly mistakes. She also discusses the emotional toll of investment volatility and offers strategies for balancing guaranteed income with the need for flexibility, crucial for anyone planning their retirement.
