TRAILER: Catch up on Series 4 of The Pension Confident Podcast (so far)
The Pension Confident PodcastShow Notes
We're taking a short break over August, but we'll be back in September with brand new Series Four episodes and bonus content. We've covered a lot of ground already this year, everything from relationships, to AI and tech, the economy and - clue's in the title - pensions. If you missed one earlier in the year, don't worry, you can catch up on every single episode so far wherever you get your podcasts: E35: The cost of divorce E36: Is my pension funding climate change? E37: The easiest way to retire with more money E38: How to shift careers E39: Trump, tariffs and what it all means for your pension E40: The ADHD tax - how much is it costing you? E41: How can multi-generational living save you money? So join us as we bust industry jargon, dispel myths and challenge the stereotypes that can make it so hard for us to feel really financially confident.
Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast; and The Pension Confident Podcast on YouTube. Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads.
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More from The Pension Confident Podcast
In this bonus episode, we hear from PensionBee customer Jonathan as he shares his pension story. From the trusty spreadsheet he started with his wife 24 years ago, to now being on track to be mortgage-free in two years - before they hit age 50. We unpack Jonathan's financial journey with pensions expert Dan Stean from PensionBee, covering: what overpaying a mortgage means and why you should check for Early Repayment Charges (ERCs) first; how to weigh mortgage overpayments against pension contributions and how calculators can help; and why planning your finances together as a couple can help, married or not.
If you had some spare cash each month, where would you spend it? Overpaying your mortgage or giving your pension savings a boost? Join our host, Philippa Lamb, and Maike Currie, VP Personal Finance at PensionBee, as they discuss the benefits and considerations of making extra payments on your mortgage vs. topping up your pension pot.
Do you know what your money is invested in? And do you feel confident you're making the right choices? Some of us are investing in the 'default' plan, whether that's through a Stocks and Shares ISA or a workplace pension. Others are dabbling in crypto or gold. And many of us aren't even investing at all, preferring the safety of keeping cash tucked away in a savings account. Join our host, Philippa Lamb, and our expert panel as they discuss investing fundamentals: Content Creator 'That Money Guy', Gabriel Nussbaum; Founder and CEO of rainchq, Davinia Tomlinson; and Senior Investment Content Manager at PensionBee, Matt Batsman.
In this bonus episode, we hear from PensionBee customer Joumana as she shares her pension story. From moving to the UK from Lebanon 13 years ago with no idea a personal pension was even an option, to buying back missing National Insurance years and picking an investment plan that matches her appetite for risk as a freelancer. We unpack Joumana's pension journey with pensions expert Dani Skerrett from PensionBee, covering: why the self-employed pension gap exists, and how flexible contributions can help; how to check and fill gaps in your National Insurance record; how your pension is protected by the FSCS; and the Retirement Living Standards, and what they mean for your own retirement goal.
With the kids back at school, is now the time to start saving or investing for their future? Join our host, Philippa Lamb, and Maike Currie, VP Personal Finance at PensionBee, as they break down the key differences between a Junior ISA and a Junior SIPP, how each is taxed, and which one might be right for your family.