13 Sept 2023
The Nutmeg Podcast | Your pensions and retirement health check
In our latest episode, host Gary Shepherd is joined by Nutmeg financial planner, Holly Graham, who shares with us her tips for planning for your retirement.
The conversation covers steps to making use of tax-efficient pensions, and potentially combining these with other savings and investments. This pensions health check can help you prioritise, while avoiding some of the pitfalls and common misunderstandings people may have about their financial needs in later life.
Useful websites mentioned in this podcast:
UK Government pension tracker: https://www.gov.uk/find-pension-contact-details
Investor Essentials: The power of compound returns: https://tinyurl.com/33r938bw
The topics discussed in this podcast are for informational purposes only and should not be relied on for financial advice. As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. A pension may not be right for everyone and tax rules may change in the future. Please note that during any transfer, your investments will be out of the market. If you are unsure if a pension is right for you, please seek financial advice.