SCOUT· 64%34m·2026-09-09·MoneyQA60 - Listener Questions, Episode 60
In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer listener questions on UK pensions, retirement planning and tax-efficient investing. They discuss the upcoming inheritance tax changes for pension pots, whether deferring the State Pension can help with care-fee planning, and how Nest pension…
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What people are saying
“Given the logic of not liking change to pension aka "meddling" I assume you took the same view of the 2015 pension reform which opened up this avenue of financial planning whereby rather than using a pension to provide for your old age it i…”
“Roger said “why pay tax earlier than you need to” - is there not an assumption that in future the gov will need more money, so the tax burden will only increase over time (irrespective of political parties). Thus the cheapest time to pay ta…”
“contributing to a pension to tax thresholds can be tax effective. But you (1) shouldn’t contribute to a threshold just for the sake of it - you should make sure you can afford it; and (2) you shouldn’t *stop* at a threshold just because you…”
“Avi should just use their pension pot to buy an annuity. That would put them in effectively the same situation as someone with a DB pension.”
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