• Helpful Basics: Pension vs ISA

  • Oct 30 2024
  • Length: 46 mins
  • Podcast

Helpful Basics: Pension vs ISA

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  • Summary

  • In today’s episode of our Helpful Basics season, we’re going to be talking about Pensions and ISA, explaining how they work, comparing them and helping you to know which ones to use and when.


    Shownotes: https://meaningfulmoney.tv/HB7

    Everything you need to Know

    02:07 Paying money IN.

    13:50 Taking money OUT.

    22:40 What happens when you die.

    Everything you need to Do

    33:07 Join your employer's pension, or stay in it, or open one if self employed.

    36:50 Use ISAs for medium term savings.

    38:17 Use LISAs for first-time house purchase or to supplement retirement savings.

    40:17 Blend

    41:15 Be intentional, review regularly.

    43:56 Podcast review.
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