About this episode

Pete Matthew and Roger Weeks answer listener questions on UK pensions, retirement planning, and tax strategies.

In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer real listener questions on UK pensions, retirement planning, tax and ISAs. They cover pension contributions for a spouse, starting a career in financial planning, reducing workplace pension fees with a SIPP, navigating the 60% tax trap, retiring abroad with UK pensions, and upcoming ISA rule changes from April 2027. A practical episode for UK savers, investors and future retirees looking to make clearer, more confident financial decisions. Shownotes: https://meaningfulmoney.tv/QA55 01:26 Question 1 Thanks Roger and Pete for the wealth of information you share and all the time you put in to share on finance and pensions. I have listened to a lot of your podcasts on my treks to and from work and finally took the plunge to retire early at 52 to enjoy life and get away from the desk for 8-9 hours a day. I had a DB pension which allowed me to take early whilst my wife has various pensions from previous jobs but all have the rule to take from 57 onwards. So my question is to help 4-5 years down the line. Could I put £300 a month (or the equivalent of 300 minus government contribution) into my wife's pension…

People in this episode

Host: Pete Matthew

Guest: Roger Weeks

Topics covered

• listener questions
• UK pensions
• retirement planning
• tax
• ISAs
• financial planning

Keywords

• pensions
• retirement
• tax
• ISAs
• financial planning
• SIPP
• pension contributions

Mentioned in this episode

Organizations: UK, SIPP, ISA, DB pension

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