AJ Bell Money Matters

Saving for retirement and taking pension payments


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On this episode of the pod, Danni and Laura discuss trends from the latest Unemployment Index curated by our charity partner Smart Works.

We also speak to Georgina Taylor from Invesco who walks us through the key things to consider for those preparing to take pension payments, as well as top retirement tips for all ages. Georgina also explains what 'lifestyling' is, and talks about buying an annuity vs taking money in drawdown (and if you can use them together). Plus how she nearly turned down becoming a fund manager at 40.

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AJ Bell Money MattersBy AJ Bell


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