I'm currently in a pension at work. Take up of the work pension is minimal, most of my colleagues prefer to spend to their income rather than save for retirement (they're going to have a shock come 2017 & auto enrolment.
Anyway - a very small handful of more senior office staff (including me) as a perk were offered that our employer paid all our pension contribution so I joined (mad not to)
The financial advisor comes in once a year to speak to anyone who wants to either join, or do something different. I've managed to avoid seeing him so far after the initial first few years as i only work part time so often havnt been in work on those days anyway. He used to be my personal financial advisor & I found him very pushy.
I felt I could investigate my beefs better (he wasn't happy when we stopped paying into the ISA but I needed the money for school fees. Also I worked out for myself when was the best time to pay extra off the mortgage or save elsewhere.
I was asked a few weeks ago if I'd come in on my day off as he needed to see us all. I said I'd try but as it happens dd is off school sick. Apparently I have to see him & well have to arrange another appointment. I can't see why I have to.
We're not due for auto enrolment for ages yet (small company) & I'm not even sure I earn over the threshold anyway (I don't pay tax but do pay NI)
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Do I have to see the financial advisor
2 replies
Picturesinthefirelight · 13/05/2014 09:40
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