What you need to know about your pension to prepare for retirement

About this episode

This episode discusses essential aspects of pension planning and retirement preparation with expert guests.

With big decisions to be made with your pension pots, preparing for retirement can feel complex, but understanding your options is key to making the most of your money. In this live episode of Which? Money, recorded in front of a live virtual audience, Joanne Padilla from the Which? Money Helpline answers your questions on some of the most important aspects of retirement planning including the pros and cons of annuities vs drawdown. Plus Steves Tait, investment and financial planning director at HUB Financial Solutions and Philip Brown, head of DC, investment and lifetime savings at Pensions UK share their expertise on how much you might need to retire comfortably. We also explore tax-free lump sums, tax planning, and how to track down and combine old pension pots. Read more about retirement planning on our website & sign up for our free weekly Money newsletter Listen to our four-part pensions podcast series to learn more about retirement planning & s ign up for our free Retirement Planning newsletter Get in touch with us via email - podcasts@which.co.uk Podcast listeners can get 50% off an annual Which? membership Become a Which? Money member to access 1-to-1 guidance…

People in this episode

Host: Which?

Guests: Joanne Padilla, Steves Tait, Philip Brown

Topics covered

• pension planning
• retirement
• financial advice
• investment options
• tax planning

Keywords

• pension
• retirement planning
• annuities
• drawdown
• tax-free lump sums

Mentioned in this episode

Organizations: HUB Financial Solutions, Pensions UK

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