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The Meaningful Money Personal Finance Podcast — QA55 - Listener Questions, Episode 55
Buzzing ratingBUZZING· 71%45m·2026-07-15·Money

QA55 - Listener Questions, Episode 55

The Meaningful Money Personal Finance Podcast · 628

In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer real listener questions on UK pensions, retirement planning, tax and ISAs. They cover pension contributions for a spouse, starting a career in financial planning, reducing workplace pension fees with a SIPP, navigating the 60% tax trap, retiring…

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What people are saying

“Can't Holly just keep one share (or one unit of an ETF) in her stocks and shares ISA, and move the rest into a money market fund? That will be very safe, while avoiding the tax, if I understand the rules correctly.”

— @Daffy-Duck-v7e · YouTube comment

“Regarding the ladies point at the end she can sell part of her S&S ISA and then transfer that money into a savings account then transfer to the cash ISA. I do this as it's much quicker anyway.”

— @kinggeoffrey3801 · YouTube comment

“Guys, i think the podcast is extremely valuable, but i would definitely put the questions in the thumbnail - I don't think anyone is going to listen to every topic you cover but that way you won't put anyone off from not giving it a try - a…”

— @ChrisBoyleFinance · YouTube comment

“The governmentr cash ISA fiasco is a joke. The financial illiteracy is astounding. And I doubt there'll be anyone who previously only used cash ISAs who'll suddenly start investing in the stock market. The treasury clown that came up with t…”

— @palmtree-e2l · YouTube comment

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