You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot Password In this video: 00:00:00 - Intro 00:02:12 - DC Pension - Cash free lump sum. How to get the lump sum from SIPP? 00:05:40 - DC Pension - Income - Annual, Quarterly or Monthly from SIPP? 00:07:29 - Vanguard Lifestrategy - Home bias, does this increase or decrease volatility risk? 00:09:02 - Equity Bond mix when in retirement. 00:11:14 - Cash Flow Ladder - How to incorporate existing pensions in to the ladder. 00:13:10 - Voyant - What is a Year, Jan-Dec, Tax Year? 00:15:13 - Voyant - How to model a VCT - modelling the initial charge. 00:17:36 - FSCS Protection and Client Money. 00:22:29 - Bonds - are there categories of bonds to include/avoid? 00:23:44 - Lasting Power of Attorney - What if one of the attorneys dies? 00:25:11 - Cash Flow Ladder - using one fund for multiple steps. 00:26:38 - Small Pensions - With 3 pensions, do all lump sums have to be taken in the same year? 00:27:22 - Voyant - Lifetime Allowance, how to reduce LTA charge. 00:32:21 - Voyant - Transfer DC pension to SIPP, then crystalise, not crystalise before transfer. 00:33:00 - DB Pensions - How to withdraw so make most of tax allowances. 00:35:12 - Where to put emergency fund. 00:36:00 - Living off proceeds of house sale, how to use tax allowances. 00:38:51 - Financial Planner for wife for after I die, when to find them. 00:40:29 - Cash Flow Ladder - Does the 2 year of cash mean there is no need for an emergency fund. 00:42:13 - A little update from Pete 00:45:36 - How to research and find a suitable VCT. 00:48:50 - Voyant - Other investment options such as Gold? 00:51:12 - Meaningful Academy bundles, Voyant with BW and RP. 00:53:44 - Best drummer ever! Prev LessonNext Lesson