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With the end of the tax year fast approaching, we’re talking pensions, ISAs and tax. From tax relief to ISA limits, we’ve gathered some top tips and insights from our guests to help you get your finances in order. 

 

Join our host, Philippa Lamb and our expert guests to hear the best bits from the following episodes:

• E32: How to understand your pension balance with Tim Hogg, Faith Archer and Alex Langley
• E29: Pensions vs. cash - which is best? With Holly Mackay and Martin Parzonka
• E17: Should you save into a pension or an ISA? With Claer Barrett, Damien Fahy, Peter Komolafe and Becky O’Connor

  Episode breakdown:

00:30 Tax relief - what it is and how it works

01:30 ISAs - another way to save

03:27 Lifetime ISAs

04:54 Using ISAs and pensions together

06:53 ISA rules

 

Further reading, listening and watching:

To learn more about finances and pensions, check out these articles, podcasts and videos from PensionBee:

• Episode transcript 
• Guide to Lifetime ISAs and pensions
• Pension pot or cash savings - which is best?
• How much income do you need in retirement?
• How much can I pay into a pension each year?
• Making pension contributions
• The UK Pension Landscape
• Your guide to savings funds
• How to diversify your pension investments
• E11: How to prepare for a happy retirement (Podcast)
• How are pensions invested?
• How can I find my pensions?
• How to look after your financial wellbeing in 2024
• How to understand your pension balance
• Understanding market volatility and how it can impact your pension
• Pension Calculator

 

Other useful resources: 

• How ISAs work (gov.uk)
• Cash ISAs (Money Helper)
• Stocks and Shares ISAs (Money Helper)
• Junior ISAs (gov.uk)
• Peter Komolafe: Three ISA mistakes everyone is making (YouTube)
• Cash ISA rules and allowances (Which)
• Should I have a savings account or pension? (MoneySuperMarket)

 

 

Catch up on the latest news, read our transcripts or watch on YouTube:

• The Pension Confident Podcast
• The Pension Confident Podcast on YouTube

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