Annuities - Pensions Masterclass 7
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 26 September 2018
⏱️ 25 minutes
🧾️ Download transcript
Summary
Annuities have fallen out of favour in recent years, and particularly since the pensions freedoms of 2015. When announcing those changes in November 2014, the then-Chancellor of the Exchequer George Osborne famously said that ’no-one will ever have to buy an annuity again’. But do annuities still have a place in YOUR retirement planning? Today I’m going to give you everything you need to KNOW and everything you need to DO to make sure you get this right.
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money Podcast season 11 episode 7. This is the podcast dedicated to helping you put your finances in order. |
| 0:16.0 | My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. I'm here to help you make sense of money. |
| 0:25.0 | Here we go, great to have you with me once again. It's been an amazing week. |
| 0:37.0 | Last week as regular listeners will know my first book was launched the Meaningful Money Handbook went crazy was featured in |
| 0:46.4 | the independent on the independent website and their best personal finance books |
| 0:50.8 | anyway I'll come back to all that towards the end of |
| 0:53.5 | well, you know, after the main body of the show, but yeah, it's been exciting and |
| 0:57.9 | frustrating and equal measure this week, so stay tuned for a bit more on that. But now, |
| 1:02.4 | today we're going to be talking about annuities and annuities have fallen out of favour in recent years |
| 1:07.1 | particularly since the pensions freedoms of 2015 and when announcing those changes back in November 2014 then Chancellor of the Exchequer |
| 1:15.4 | George Osborne famously said no one will ever have to buy an annuity again. |
| 1:21.0 | But do annuity still have a place in your retirement planning? |
| 1:24.4 | Well, today I'm going to give you everything you need to know and everything you need to do |
| 1:26.9 | to make sure that you get this right, really important. In my view, annuities, I'm not dead. |
| 1:32.3 | So, going to talk about that, |
| 1:34.3 | when we mention about the book and stuff afterwards, look at some reviews that have been left. |
| 1:38.2 | Before any of that though, remember this podcast is brought to you with the help of my |
| 1:41.2 | friends at 7 Investment Management who |
| 1:43.2 | specialise in multi asset investing something I'm always talking about here I |
| 1:47.2 | reckon that should form the core of most people's investment portfolio |
| 1:50.9 | 7 I am have been sponsoring me here on the show for ages. |
| 1:54.0 | Obviously it helps them get the word out about what they're doing, but they've been helping me |
... |
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