

Real Stories: Serious Pension Planning
Dec 6, 2023
The podcast discusses real stories about unique pension planning strategies such as borrowing from a pension to expand a restaurant and not investing pension funds in one's own company. It also covers topics like property investment using pension funds, the benefits of pensions for directors, the role of financial planners, exceeding the annual allowance in pension schemes, and personal and employer contributions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Valuation, Contract Guarantees, and the Role of Pensions
05:20 • 3min
Combining Resources for Property Investment in Pension Funds
08:10 • 2min
The Benefits of Pensions for Directors
09:54 • 12min
The Role of Financial Planners and Understanding Financial Planning Rules
22:20 • 8min
Exceeding the Annual Allowance in Pension Schemes
30:25 • 4min
Personal and Employer Contributions
34:27 • 6min