Taking pension tax-free cash? Don’t make these mistakes

This week - should you take your pension tax-free cash now? Many of those near, or in retirement are asking themselves that question as rumours swirl of potential reforms to the system for retirement savings. What are the good - and bad - reasons to take tax-free cash? Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This week in the markets: Investors are jittery as the US bull run enters its fourth year. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: stock markets enter the ‘nervous nineties’; earnings season kicks off; and gold pushes above $4,000. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Today on the show - we’re answering your questions as we head - believe it or not - into the final months of 2025. Will markets crash? Are pensioners in the crosshairs as the Budget approaches? What next for AI and for gold? We’ll attempt to answer all of it. If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts. Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This week in the markets: gold and Japanese stocks pick up the leadership baton as the US bull market heads towards its third anniversary and a 90% gain. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Today on the show, if you know anything about inheritance tax, it’s probably that you can give your money away and, as long as you survive 7 years there’s no tax to pay. But do you really understand the 7-year rule for IHT? That’s the focus today. Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This week in the markets: the bull market grinds higher; China picks up the leadership baton; and gold hits another new high. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week, are there parallels between today’s record-breaking stock market and another bull market from the past — one that ended in a devastating crash? That’s the focus today. If you enjoy the show, please rate us, share us, or leave a comment wherever you get your podcasts. Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This week in the markets: the global bull market pushes higher as US monetary policy eases and investors ‘keep dancing’. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: the global bull market pushes higher as US monetary policy eases and investors ‘keep dancing’. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.