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S1E12: How to sort your pension & retire well

Making Money
Making Money
Episode • Jul 3, 2023 • 58m

Most people don’t realise how much money they need to retire the way they want, nor how to build that pot. Hell, our Producer Will had opted out of his workplace pension before this podcast. To figure out what to do, we’re speaking to the wonderful Lisa Conway-Hughes, also known as Miss Lolly, who's a financial advisor and author. 


🎗️Want Lisa's help using your pension and planning your retirement?

Email her assistant Natalie on natalie@lchwealth.co.uk

Her website: https://lchwealth.co.uk/


🤝 Financial guidance for small company owners in the UK

https://makingmoney.email/company-owner-episodes


📧 Newsletter summing up what to do after this episode

https://makingmoney.email/ep12


⛑️ Free guides and financial health check

Learn how to build long-term wealth in the UK: https://linktr.ee/makingmoneypod


📈 Investment platforms we use:

Trading 212

Watch this video where Damo explains how to get the most from it: https://youtu.be/BVVZhrM0LVQ

Get a free share worth up to £100 when you sign up for a new Invest or ISA account and deposit at least £1.

Use the code ‘MM’ or this link: https://www.trading212.com/join/MM


InvestEngine 

Get up to a £50 bonus when you invest at least £100.

https://investengine.pxf.io/daOD2Q


Vanguard

Minimum investment of £500 or £100/month.

https://www.vanguardinvestor.co.uk/


🎉 Sponsors

Vanta - Get your company secure and compliant, with $1k off: https://vanta.com/makingmoney


Tide - Get up to 4.48% AER (variable) on your business savings. Use this link https://www.tide.co/offers/makingmoney or the code 'MAKINGMONEY'. You'll also get £100 if you fund your account with £5,000 in the first 30 days. Ts&Cs apply. 


The more you save, the higher the rate—up to 4.48% AER (variable) on balances over £1M. New Tide members receive these rates free for 6 months, then your Tide plan’s savings rate and thresholds apply. Visit https://tide.co/savings for full terms and conditions.


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If you purchase a product or service using one of the links above (including Lisa's firm), we may receive a commission. There will be no additional charge for you. Remember investments can fall and rise - and past performance is no guarantee of future results. Other fees may apply. Your money is at risk.


This is not financial advice. The reason it’s not financial advice is because it’s not tailored to you. We explain the principles of building wealth but if you want personalised advice, it’s worth speaking to a financial advisor. As with everything financial, please do your own research. We really encourage that because no one cares more about your money than you and if you learn the basics then it will change your life.

Making Money • S1E12: How to sort your pension & retire well • Listen on Fountain