#91 Your Questions Answered: Retirement, Pensions & Market Volatility

by | Jan 16, 2023 | Retirement Pension | 3 comments

#91 Your Questions Answered: Retirement, Pensions & Market Volatility




Our panel of experts take on this month’s Q&A, answering your questions on retirement planning & pensions, and analysing recent market volatility with insight into what has been influencing market movements.

00:00 Introduction
04:09 How do different asset classes perform in periods of high inflation & what does this mean?
09:37 How are our clients dealing with market volatility?
13:49 Is it worth taking the 25% lump sum out of my pension pot and investing it into a Stocks & Shares ISA?
16:51 I have a few pensions from the various jobs I’ve had over the past 10 years. Is there one place I can go to that shows me the pensions? As I do not have paperwork for some, and have lost track of them. Also, would it be best to amalgamate the pensions?
18:20 I want to open a savings account for my Granddaughter. Which is the best account to open for her?
20:30 Can you tell me your view on the cryptocurrency marketplace?
24:20 I have a private pension, which I pay into monthly, and I’m self-employed. I have money in different bank accounts, am I better off keeping it in bank accounts or putting more into my pension or keep lots of cash hidden?
29:57 Can I get monthly income from my pension?
33:14 I’ve used up my ISA and Pension Allowances for this tax year. What or where would you suggest I invest if I have any further cash to invest?
35:05 What is causing volatile markets right now?

#retirement #pension #volatility

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3 Comments

  1. Andrew Fitt

    saying don't take 25% out of 300k ???? , wishing not to pay tax at all … was thinking 300k – 25% 75k to invest tax free .take 12k from pension pot tax free . not megger ££££ but talking £300k ish can't see better if i take more will pay taxs

  2. Network Ninja

    This was sucha good podcast, good job guys. thanks for keeping us posted on what you are up to.

  3. Iain Murray

    Inflation – the silent thief!

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