Can You Oversimplify Your Pensions? Part 1
In this episode of Meaningful Money, Pete Matthew and Roger Weeks dissect the pros and cons of consolidating pensions and investment accounts, responding to a detailed listener query. They explore the emotional pull of simplification, the varied types of pension schemes, and the practical benefits of reduced admin, clearer performance tracking, and lower cognitive load. The hosts also caution against over‑simplifying, noting that different pots serve distinct purposes and that a one‑size‑fits‑all approach may not suit every investor.
Planning for Pensions and IHT
In this episode, hosts Roger Engelbert and Peter Liberace discuss the upcoming change on 6 April 2027 that will bring most unused defined‑contribution pension funds back into a person’s estate for inheritance‑tax (IHT) purposes. They trace the history from the original pension‑only‑income...
No Bullsh*t Money with Andy Hart
In this episode of Meaningful Money, host Pete talks with long‑time friend and financial‑services veteran Andy Hart about his new book, *No BS Money Advice*. Andy explains that the book focuses on the individual's mindset and behavior rather than technical...
How to Spot a Good or Bad Financial Adviser
In this 49‑minute episode, Pete and Roger break down how to differentiate a good financial adviser from a bad one by highlighting red and green flags such as transparent versus evasive fees, evidence‑based advice versus secret "sauce," and calm, fact‑first...