Take these simple steps to find out if you're on track to get when you retire. This is how to check your state pension.
Workplace pensions can often be with a different provider for each job you hold, meaning you could build up several pots over your working life. If you’re struggling to contact a previous employer, perhaps if the company is no longer trading, or trading under a new name, you may wish t...
These are pension schemes that have been vetted and approved by HMRC, and which allow UK nationals to transfer their pensions overseas.Most UK pensions can only be moved to an HMRC-approved QROPS. It may be possible to move your pension to a non-QROPS scheme, but you’ll face a whopping...
Check if you are eligible for a pension or other retirement benefits through your current job. Also, look to see if you qualify forbenefits from a previous employer. You might collect income from two or three places where you worked during your career. You might be eligible for retiree emplo...
My advice is first to check with your company’s HR team to see if you had a relief at source pension scheme for the years in question. If you’re a UK employee paying higher-rate tax and you were paying relief at source at any point in the previous 4 years, or you’ve contributed...
If you're missing something, check to see if you no longer need that information. For instance, you won't receive a Form 1099-INT if you closed your bank account that issued it last year. Additionally, you may experience new situations during a tax year. You'll have to make sure you...
Each category has a subtotal on an expense report and then a grand total of all expenses. You can add this feature to your expense report template, if you like, so you can better see how you’re spending in each category. Then find the total. Account for any previous over or under ...
Welcome to the world of corporate pensions! If you are an employee or former employee of FedEx and have a pension account, you may be wondering how you can access and manage your funds. Not to worry, we are here to guide you through the process. ...
Do I have to complete an interview? I finished my application months ago, and I never received my number. What are the next steps? Can I be hired and receive an income without one? I left the UK long ago, but I’m finally returning. Is my previous number still valid?
Defined-contribution plans—401(k) plans, for example—are now more common than traditional pensions. Some employers allow retiring workers to annuitize their defined-contribution plan to produce a lifetime income stream, such as that from a defined-benefit pension. Annuitizing frees you from makin...