BONUS EPISODE: "I put my money where my mouth is"
About this episode
Sally shares her pension journey and discusses the emotional and financial aspects of saving for retirement with expert Veronica Morozova.
In this bonus episode, we hear from PensionBee customer Sally as she shares her pension story. From decades of putting money into living over saving, and losing her husband suddenly in his 40s, to retirement in her 60s and choosing a pension plan that truly reflects her values. We unpack Sally's pension journey with pensions expert Veronica Morozova from PensionBee, covering: why financially literate people still don't save; how emotional barriers can be a bigger obstacle than lack of information; the tax benefits of saving into a pension; and what values-based investing actually means in practice. Episode breakdown 00:39 Meet Sally 02:48 'Present bias' and money 06:10 Tax efficiency in retirement 10:11 Values-based investing Further reading To learn more about the topics discussed in this bonus episode, check out these articles from PensionBee: Climate Plan (Web) What do heatwaves have to do with your pension? (Blog) What is a crystallised pension? (Article) What is flexi-access drawdown? (Article) Why reaching net zero is cheaper than doing nothing and what it could mean for your pension (Blog) Other useful resources Pension Calculator (PensionBee) Retirement Living Standards…
People in this episode
Guest: Sally
Topics covered
- pension story
- financial literacy
- emotional barriers
- tax benefits
- values-based investing
Keywords
- pension
- financial literacy
- emotional barriers
- tax efficiency
- values-based investing
Mentioned in this episode
Organizations: PensionBee
More episodes of The Pension Confident Podcast
- BONUS EPISODE: How does market volatility shape your pension pot?
- E51: How to resist lifestyle creep with Clare Seal, Edoardo Moreni, and Alex Langley
- BONUS EPISODE: "I've often said that I retired when nobody wanted me anymore"
- BONUS EPISODE: Should you buy Premium Bonds or save into a Cash ISA?
- E50: Starting a pension from £0 at 50 years old with Hannah Martin, Simonne Gnessen and Sarah Durber
- BONUS EPISODE: "As soon as I left that job, the pension stopped"
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