Pension Vs Investment ISA - WHICH ONE IS BETTER for ME?

2 years ago
6

Pensions and Retirement planning can be very tricky, and absolutely a topic that you might want to use a Financial Planner for. This video is for educational purposes only with this in mind. One of the most popular questions I am asked though is "How do you know to invest in a Pension or Investment ISA"? I thought it would be good to model which would allow you the best outcome overall. My worked examples assume no inflation and very much estimates only - please be sure to do your own personal calculations on what income you would required for your own retirement incomes.

I reference Pete Matthews @MeaningfulMoney video on Pensions that I think is great for an even more detailed approach as well as considering inheritance - https://youtu.be/y-4s1wqwQ7k

Pension PRODUCTS & SERVICES we use:
🐝 PensionBee - https://www.mamafurfur.com/pensionbee (Your capital is at risk)

Timestamps
00:00 Pension Vs Investment ISA common questions
01:32 Pension Overview
04:06 Investment ISA Overview
06:23 Where do you put your money?
09:42 Worked Examples of some situations
21:10 My Strategy and Thoughts

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Pension PRODUCTS & SERVICES we use:
🐝 PensionBee - https://www.mamafurfur.com/pensionbee (Your capital is at risk)

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