The Wesleyan Podcast

In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Paul Barnfather about the 2023 Spring Budget and how the changes to Annual and Lifetime Allowances will impact those planning for retirement.

This podcast is for information purposes and should not be taken as financial advice.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.

You can find out more about Wesleyan at www.wesleyan.co.uk 

In this episode, two Wesleyan Financial Services Specialist Financial Advisers, Phillip Carpenter and Diane Taylor, talk about how important planning for retirement is for teachers.

They’ll be discussing pension changes that have impacted teachers in recent years, as well as a quick update on the changes made in the Spring 2023 Budget.

This podcast is for information purposes and should not be taken as financial advice.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.

You can find out more about Wesleyan at www.wesleyan.co.uk 

In this edition, we hear from two Wesleyan Financial Services Specialist Financial Advisers Martin Boaler and Alison Tarrant who will be talking about important planning for retirement is for medics.

They discuss pension changes that have affected hospital doctors and GPs, the latest developments around the McCloud Judgement and the importance of not just making plans, but also regularly reviewing them.

This podcast is for information purposes and should not be taken as financial advice.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.

You can find out more about Wesleyan at www.wesleyan.co.uk

In this episode Laura Whyte is joined by Wesleyan Financial Services Specialist Financial Adviser Magdelena Harding. They're talking about allowances that are available for tax-efficient savings alongside how the autumn statement delivered by Jeremy Hunt in 2022 will impact those in future.

This podcast is for information purposes and should not be taken as financial advice.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.

You can find out more about Wesleyan at www.wesleyan.co.uk

In this episode, Laura Whyte and Wesleyan Financial Services Regional Manager Neil Richardson look at how the current landscape is impacting dentists' NHS pensions.

This podcast is for information purposes and should not be taken as financial advice.

In this episode, Laura Whyte talks to Wesleyan Financial Services Regional Manager Michael Copeland about some research that’s been carried out around dentists and their retirement plans. The podcast also ties in with Pensions Awareness Week, which this year takes place between 12 and 16 September.

This podcast is for information purposes and should not be taken as financial advice.

In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Simon Cosgrove about how dentists can speed up their retirement process.

This podcast is for information purposes and should not be taken as financial advice.

In this episode, Simon Appleyard, one of Wesleyan Financial Services Regional Manager talks to Julia Blakiston, a Specialist Financial Adviser for medical customers, about why financial planning is so important.

This podcast is for information purposes and should not be taken as financial advice.

In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Karen Watson-Brown about research we’ve done into the top financial concerns for female dentists in the UK. The conversation covers:

• How to maximise retirement savings

This podcast is for information purposes and should not be taken as financial advice.

Recorded 7 June 2022

This podcast is for information purposes only and shouldn’t be taken as financial advice. Also, when considering investments, past performance is no indication of that will happen in the future and the value of investments can go down as well as up, meaning you could get back less than you invested and your capital is at risk.

You can find out more about Wesleyan at www.wesleyan.co.uk