Simplify Your Retirement
Everything you need to KNOW
- Retirement planning is complex
- You are complex
- But when you distil things down, it’s all pretty simple!
Everything you need to DO
- Think like an employee
- Consolidate DC pensions
- Simplify bank accounts
- Get used to the idea that your capital may erode
- Consider what might happen if you lose capacity or die
This episode was recorded prior to the Spring Budget 2023 and mentions the pension Lifetime Allowance and Money Purchase Annual Allowance.