Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

Why Middle Age Changes the Insurance Conversation
Who Still Needs Cover — And Why
When You Can Safely Self-Insure
Common Blind Spots and Expensive Mistakes
Practical Review Checklist
Myth-Busting Quickfire
Final Takeaway – What would you want every listener in their 40s and 50s to do after hearing this conversation?

Questions Asked

I have followed meaningful money for around 6 years now and it has been an invaluable source of sensible advice which I have followed. This has left my wife and I in a very good situation for retirement as you will see below. You deserve an MBE at least!.

Love the double act with Roger as well....

HMRC has finally published provisional guidance on what happens when the Normal Minimum Pension Age (NMPA) rises from 55 to 57 on 6 April 2028, and whether people can still access their pension at 55 in the UK. In this video, Pete Matthew explains who the transitional rules protect, including those already in drawdown, receiving a scheme pension, or entitled to an annuit...

Questions Asked

Could you provide an opinion on if and when it would be worth at least considering leaving the NHS pension scheme due to tax reasons?  I can sense immediate puckering and this is not something I ask on a whim – I am aware of the comparative value of public sector DB pensions versus other retire...

Questions Asked

I have a question relating to discretionary trusts for life insurance policies.

I'm from Scotland, 37, married with 2 young children and have a life assurance policy with Vitality which is currently not in trust.

I was considering putting into a trust for the benefits associated to inheritance tax...