Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144.

Get straightforward answers to your financial questions in this episode of Ask Becky Anything. Rebecca Robertson, independent financial advisor, tackles common money dilemmas with clear, practical answers.

When it makes sense (and when it doesn't) to draw down your pension into an ISA before retirement
The tax implications of taking your 25% pension lump sum and moving it into different investment wrappers
Key changes to pension inheritance tax rules coming in April 2027
When to involve a financial advisor during the divorce process for optimal financial planning
How financial disclosure and scenario planning can improve your outcome during major life transitions

Chapters

00:00 Considering retirement drawdown options

03:53 Investment pots and tax implications

06:12 Discussing cash ISA and pension options

09:28 Planning financial scenarios for clients

12:43 Financial challenges of relocating

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