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Category: Retirement Planning

30 August 2024
Reading time: 4 minutes
Retirement Planning

Should I withdraw my tax-free lump sum from my pension?

By Lily Megson-Harvey

To withdraw or not to withdraw, that is the question. For many retirees, whether to withdraw the tax-free lump sum…

23 August 2024
Reading time: 5 minutes
Retirement Planning

Pension calculators: how can they help you plan your retirement?

By Lily Megson-Harvey

When it comes to retirement research, pension calculators are a tool that you might find across various provider and guidance…

16 August 2024
Reading time: 3 minutes
Retirement Planning

How much do I need to save for retirement?

By Andrew Megson

How much do I need in my pension pot to retire? It sounds like a simple question and one that…

2 August 2024
Reading time: 5 minutes
Retirement Planning

Leaping into retirement: how to get out of the work mindset

By Jo Bradbury

There’s nothing quite like it, is there? That feeling of clocking out of your very last shift, parting ways with…

26 July 2024
Reading time: 4 minutes
Retirement Planning

Advice and guidance: a duel made for the cinema

By Lily Megson-Harvey

Over the years, cinema has brought us many iconic frenemy battles, from Maverick and Iceman to Rocky and Apollo to…

19 July 2024
Reading time: 3 minutes
Retirement Planning

Balancing saving for short-term goals with saving for retirement

By Lily Megson-Harvey

Planning for retirement is a significant, long-term financial commitment. However, at My Pension Expert, we understand that you can’t hit…

28 June 2024
Reading time: 3 minutes
Retirement Planning

Our activity picks for the summer holidays with the grandkids

By Jo Bradbury

The kids being off for the summer can spur a great deal of worry for parents with youngsters. Six/seven weeks…

14 June 2024
Reading time: 5 minutes
Retirement Planning

Getting kids to think about retirement

By Jo Bradbury

It’s always “what do you want to be when you grow up” and never “what do you want to do…

7 June 2024
Reading time: 3 minutes
Retirement Planning

Recognising the challenges faced by LGBTQ+ pension planners

By Lily Megson-Harvey

With Pride Month in full swing, it’s important to reflect on the diverse issues this campaign highlights. Every year in…

22 March 2024
Reading time: 4 minutes
Retirement Planning

Navigating debt when approaching retirement

By Lily Megson-Harvey

Talking about your finances, especially debt, can be challenging. It’s a serious issue within UK society, especially when you consider…

1 March 2024
Reading time: 3 minutes
Retirement Planning

What Can Lent Teach us About Retirement Planning?

By Lily Megson-Harvey

When you say “Lent”, we say “giving up our favourite things for 40 days”. Taking place in the lead up…

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