Pensionwise

I had my one and only Pensionwise meeting a few days ago: the last day of them before coronavirus forced them to go phone-only. I was quite impressed with it.

It lasted about 45-60 minutes and (other than a few things that had to be asked and said) it was tailored to cover what I wanted to ask. My techier questions included finding out (1) that it’s fine to contribute up to £40k for several months in a year and then make flexible withdrawals for the months at the end of the year, and (2) that the age 75 BCE compares drawdown value to the drawdown inputs PLUS indexing of those inputs.

All my other questions were confirming some of the stuff I think I know about pensions, so that was reassuring.

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