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AIBU to five financial advisor pension policy numbers

27 replies

lucy6058 · 28/06/2025 08:06

I approached a financial advisor to help me consolidate some existing employee pensions. He has asked me for the company and policy no of each one. Is this common practice? I've tried to google it, but cant find an answer. I'm worried I'm being scammed!!! His firm is reputable and has good reviews.
I appreciate any insight to this

OP posts:
BastardesEverywhere · 28/06/2025 08:10

How old are you?

Pensions Dashboard is coming in the next year or so which I believe pulls all pensions together so will make it easier to find/monitor/transfer/close them etc.

Dh has about 5 small/semi lost pensions which he wants to pull together but he's only 42 so has just decided to wait.

MidnightPatrol · 28/06/2025 08:07

How is he going to help you merge them, without details of the policies?