Jun 3, 2026
Part 2 of our UK pensions series, this episode covers everything you need to DO if you want to simplify your pensions without making expensive mistakes. You’ll learn how to take stock of every pot, spot safeguarded benefits you should never move casually (like DB pensions and protected tax-free cash), and compare...
May 27, 2026
In this episode (Part 1 of 2), Pete and Roger unpack the big question: should you consolidate your pensions and investments, or can you oversimplify and accidentally make things worse? We break down what pension consolidation really means in the UK, the strongest arguments for and against it, and the key benefits...
May 20, 2026
In this UK personal finance Q&A episode, Pete Matthew and Roger Weeks answer six listener questions covering pensions, retirement planning, investing, and mortgages. You will hear practical guidance on topics like using UFPLS and ISAs for gifting, whether dividend income is a sensible retirement strategy, and what to...
May 13, 2026
In this episode of the Meaningful Money Podcast Q&A, Pete Matthew and Roger Weeks answer six real listener questions on UK personal finance - from inheriting a SIPP (and the under-75 vs over-75 rules), to how inheritance tax could hit a property-heavy estate. They also discuss what to do with a large Employee...
May 6, 2026
It’s another Q&A show where Roger and Pete answer YOUR questions about such mighty subjects as bridging the gap from retirement to state pension, CGT for non-taxpayers and much more besides!
Shownotes: https://meaningfulmoney.tv/QA48
02:18 Question 1
Hello Pete and Roger, wonderful podcast and I’ll try and...