Retirement planning



What do you need to be thinking about when you’re approaching retirement? In this episode Anne & Dougie discuss retirement planning and how peace of mind can be achieved.

Topics covered in this episode: pension contributions, rental income, mortgages, cash deposits, the importance of budgeting, state pension and; what levels of income will you need in retirement.


Head to the Financial Planning Show for all episodes Planning your retirement


This episode was recorded on 10/05/2021

This S&W The Pulse podcast is of a general nature and is not a substitute for professional advice. No responsibility can be accepted for the consequences of any action taken or refrained from as a result of what is said. The views expressed are not necessarily those of the presenter or of Smith & Williamson or any of its affiliates. No reproduction of this podcast may be made in whole or in part for professional or recreational purposes. No action should be taken based on this podcast and we accept no liability if we change your views on any of the subjects mentioned.

Important information
Please remember the value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.

Tax legislation is that prevailing at the time, is subject to change without notice and depends on individual circumstances. Clients should always seek appropriate tax advice before making decisions. HMRC Tax Year 2022/23.

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Podcast information:

The Pulse from Smith & Williamson

Financial Planning Show: Retirement planning

Episode 7

Broadcast on Smith & Williamson at 09:00, 22th of JUNE 2021

Available online from 10:00 on the same day .

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Anne McClean

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Personal financial planning
London - 25 Moorgate

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