In this bonus episode, we hear from PensionBee customer Nigel. Now 76 and retired, he spent decades commuting into Central London, raising two children, and telling himself he'd sort his pension "someday". A bad experience with an active fund manager and an IFA changed all that - and a tip from his son led him to PensionBee.
We unpack Nigel's pension journey with pensions expert Dani Skerrett from PensionBee, covering the tax benefits of saving into a pension, when a financial adviser is (and isn't) worth it, how to think about how much you actually need in retirement, and what life in drawdown really looks like day-to-day.
Episode breakdown
00:48 Meet Nigel
03:19 The tax benefits of saving into a pension
06:47 Should you use a financial adviser?
12:11 How much do you actually need for retirement?
16:12 Nigel's life in retirement
Further reading and listening
To learn more about the topics discussed in this bonus episode, check out these articles and podcasts from PensionBee:
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