BONUS EPISODE: Pension tips from the experts

Dec 3, 2023

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On this special bonus episode of The Pension Confident Podcast, we’ve rounded up some of the best pension tips our guests have shared so far.

From choosing the best time to withdraw from your pension to making the most of tax relief, hear important pension topics discussed by experts including: 

• PensionBee’s CEO; Romi Savova;
• Financial Times Consumer Editor; Claer Barrett;
• PensionBee’s Chief Engagement Officer; Clare Reilly;
• Money to the Masses Founder; Damien Fahy,
• PensionBee’s Head of Product; Martin Parzonka;
• Pensions and Lifetime Savings Association Head of Media Relations; Mark Smith;
• PensionBee’s VP Brand and Communications; Rachael Oku;
• This Girl Talks Money Founder; Ellie Austin-Williams; and
• PensionBee’s Director (VP) Public Relations; Becky O’Connor. 

 

Episode Breakdown:

00:42 Getting started with your pension

01:51 Parental leave and pensions

02:52 Pension beneficiaries and tax

03:22 Your pension and the cost of living crisis

03:49 Taking your pension

04:36 Moving your pension pots

05:23 Pensions vs. ISAs.

 Read the episode transcript.

 

Catch up on the latest news, read our transcripts or watch on YouTube:

• The Pension Confident Podcast
• The Pension Confident Podcast on YouTube

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