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Private Pension Funds

Last post Wed, Dec 03 2008, 4:17 PM by Independent-Mortgage-Broker. 3 replies.
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  •  Mon, Dec 01 2008, 10:19 PM

    Private Pension Funds

    I am 67 years old and have chosen not to take my pension with prudential until I am 70. Can anyone tell me what protection my fund has?
    • Post Points: 35
  •  Tue, Dec 02 2008, 11:22 AM

    Re: Private Pension Funds

    Big question Cruiser - it depends what you mean by "protection". If you simply mean what happens if the Prudential goes bust, then the Financial Compensation Scheme would step in - and (at least theoretically) you would get back 100% of the first £2,000 and 90% of the balance - unlimited. Quite how that would work in practice, i dont think, has never been tested. It's worth bearing in mind though that if The Prudential goes bust, it really will be a case of "will the last investor to leave England, please turn out the lights!" http://www.fscs.org.uk/consumer/key_facts/Limitations_of_the_scheme/Compensation_Limits/

    If you mean, are you protected against the fund falling in value - no you're not. If you mean are you protected against annuity rates falling so you end up with a smaller annuity than you would have if you took it now - no you're not. You really ought to be taking advice. Go to http://www.findanadviser.org/faa.aspx and find a Chartered Financial Planner and have a chat - it shouldnt cost much, and if it does it will be money well spent.

    Marc Ruse CFP

    • Post Points: 5
  •  Tue, Dec 02 2008, 12:31 PM

    Re: Private Pension Funds

    Many thanks for your response. The information was very useful.

    Cruiser

    • Post Points: 5
  •  Wed, Dec 03 2008, 4:17 PM

    Re: Private Pension Funds

    I assume from your post Cruiser that you're sticking with the original pension provider and perhaps have not considered moving it to a different provider?

    Brian

    • Post Points: 5