You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot Password Questions: 00:00:00 - Intro 00:01:47 - I have a question about pension allowance and carry forward condition: 1)my pension is DC pension 2) I have not taken any money out 3) I own less than 100K but more than 40K a year Question I plan to put 40K into my pension but I hear I can carry forward the allowance from the last 3 years - How does this work? what are the watchout/limitation? Do I need to fill out any forms/inform HMRC? thanks I think I should be qualified to carry forward, so my questions are the above, thanks Emily 00:06:45 - Is it possible to transfer money out of a workplace DC pension into a SIPP, but keep contributions into workplace pension going? Since joining the MM community I have been looking a bit deeper into my workplace pension. My conclusion is that costs are very high for limited choice. I have a SIPP which is much cheaper and I wondered whether I could ad hoc move money from my workplace pension into my SIPP. Obviously without stopping forward contributions. Congratulations to you and Mrs M with your upcoming wedding anniversary. Hope the both of you enjoy the holiday. 00:08:25 - Is there any update from Voyant Go regarding the removal of the 'Update and Promote' function? 00:09:06 - Ray Dalio believes that 2022 is like 1929 so we are expecting one big economic downturn like the world had in the 1930-1945. What is your view on this? If you also think we are heading to a big downturn, what is the best way to invest in terms stocks/shares? thanks 00:17:55 - A more practical question may I ask - how do I achieve an income from stock and shares investment? e.g. if I invest 200k how do I get £8k back each year as cash flow? thanks 00:25:39 - What's your (honest) opinion about ATR questionnaires as a way to determine asset allocation? I find them too hypothetical... Thanks. 00:31:17 - What other books would you recommend to read beside the wonderful ' meaningful money' book which I already have? 00:35:35 - How are your client's faring? Much panic? Prev LessonNext Lesson