#147 How to power your Pension & retirement: Your Questions Answered | Do More With Your Money

by | Dec 24, 2022 | Retirement Pension | 4 comments

#147 How to power your Pension & retirement: Your Questions Answered | Do More With Your Money




How can you power your pensions and retirement? Our expert panel provide the answers to your most asked questions on investing towards a richer retirement, including top tips on consolidating your Pensions and making your money more tax efficient. Plus, how to use an ISA effectively, our panel’s thoughts on the economy this year, and our personal highlights from another fantastic year at True Potential.

0:00 Is delaying retirement a good idea amid volatility?
4:18 When should I change investment risk category?
7:37 How many beneficiaries can you name in expression of wish?
10:19 Why should I name beneficiaries?
13:10 What is the benefit of consolidating Pensions?
17:10 How easy is it to consolidate Pensions?
18:58 Can I transfer my ISA into a Pension?
22:42 What’s the easiest way to find lost Pensions?
24:44 What’s the top tip for starting to invest?
27:21 What can we expect in the economy next year?
31:02 What is the highlight of the year at True Potential?
Thanks for watching. If you would like to download our guides to ISAs and Pensions, please visit the following link www.truepotential.co.uk/ourguides

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4 Comments

  1. True Potential

    What are you doing to power your pension and retirement?

  2. Paddy Loughlin

    I can't get logged in I have an Isa with T P I got offered a chance to put my money in cash I know now this was the wrong thing to do please respond to this

  3. David Regan

    Great podcast again
    I think it’s safe to say that 2022 it’s been very bad for the stock market especially with the war in Ukraine which has driven inflation and the cost of energy which just keeps rising, like many Investors who are around my age as I’m in my 60s hoping to retire but with this Financial climate we are now in and we don’t know what 2023 is going to give us I will just have to hold out or speak to an advisor to see what options are available! thanks again for another very Informative podcast

  4. MR Smith

    Good set of questions I read yesterday the Govt are looking to remove the benifits of IHT planning for pensions

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