Artwork

İçerik Julie Flynn tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Julie Flynn veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Player FM - Podcast Uygulaması
Player FM uygulamasıyla çevrimdışı Player FM !

36 Pensions - Explaining all THAT Jargon

48:06
 
Paylaş
 

Manage episode 334023427 series 3011006
İçerik Julie Flynn tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Julie Flynn veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Not going to lie, jargon does our heads in as much as it does yours. We set ourselves a challenge, could we explain what the bizarre words of pensions means in one sentence.

To stop us from falling asleep we made it a bit competitive. Final scores:
Michelle 996
Catherine 40 + a pie
Julie 12
And be sure to listen to the end for a new regular feature – our favourite app of the week. Catherine kicks off with Tulipshare

2.56 SIPP
4.04 Lifetime Allowance
5.22 Annual Allowance & MPAA
6.39 UFPLS
7.47 Money Purchase / DC
8.54 Defined benefit (DB), final salary, CARE
11.06 Salary sacrifice
12.17 Flexible Access Drawdown (FAD)
13,16 Carry forward
14.18 AVC & FSAVC
15.23 CETV
17.21 Origo
18.28 GAR
19.57 Crystallised
21.23 BCE
22.53 GMP
24.14 PCLS
25.21 Protected Tax Free Cash
26.48 Revaluation & Indexation
28.13 Early & late retirement factors
29.31 Net & Gross
31.38 Triviality
33.24 MVR / MVA
37.26 Tapered annual allowance
38.38 Commutation
A comprehensive A - Z can be found here
_____________________________________________________________________________________________
YOUR HOSTS:
Catherine Thomas-Humphreys is an Award Wining Financial Coach, Qualified Financial Adviser and Family Will Writer. Catherine believes money is a force for good and when in the hands of good people can be used to do great things. She loves working with purpose-led parents who are ready to change their money habits & beliefs to achieve financial success for themselves and their family.

The Finfluencer|Finfluence|Instagram

Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.

Ebb & Flow Financial Coaching|Bree Wealth & Tax|Instagram

Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Following a career break where she spent time being a mum and running an arts and crafts business, Michelle returned to financial services in 2013 undertaking further study.
Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances.
Website | Instagram

Support the show

And if you enjoyed the show, please leave us a review.

We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via
instagram with your thoughts and suggestions.

  continue reading

124 bölüm

Artwork
iconPaylaş
 
Manage episode 334023427 series 3011006
İçerik Julie Flynn tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Julie Flynn veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Not going to lie, jargon does our heads in as much as it does yours. We set ourselves a challenge, could we explain what the bizarre words of pensions means in one sentence.

To stop us from falling asleep we made it a bit competitive. Final scores:
Michelle 996
Catherine 40 + a pie
Julie 12
And be sure to listen to the end for a new regular feature – our favourite app of the week. Catherine kicks off with Tulipshare

2.56 SIPP
4.04 Lifetime Allowance
5.22 Annual Allowance & MPAA
6.39 UFPLS
7.47 Money Purchase / DC
8.54 Defined benefit (DB), final salary, CARE
11.06 Salary sacrifice
12.17 Flexible Access Drawdown (FAD)
13,16 Carry forward
14.18 AVC & FSAVC
15.23 CETV
17.21 Origo
18.28 GAR
19.57 Crystallised
21.23 BCE
22.53 GMP
24.14 PCLS
25.21 Protected Tax Free Cash
26.48 Revaluation & Indexation
28.13 Early & late retirement factors
29.31 Net & Gross
31.38 Triviality
33.24 MVR / MVA
37.26 Tapered annual allowance
38.38 Commutation
A comprehensive A - Z can be found here
_____________________________________________________________________________________________
YOUR HOSTS:
Catherine Thomas-Humphreys is an Award Wining Financial Coach, Qualified Financial Adviser and Family Will Writer. Catherine believes money is a force for good and when in the hands of good people can be used to do great things. She loves working with purpose-led parents who are ready to change their money habits & beliefs to achieve financial success for themselves and their family.

The Finfluencer|Finfluence|Instagram

Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.

Ebb & Flow Financial Coaching|Bree Wealth & Tax|Instagram

Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Following a career break where she spent time being a mum and running an arts and crafts business, Michelle returned to financial services in 2013 undertaking further study.
Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances.
Website | Instagram

Support the show

And if you enjoyed the show, please leave us a review.

We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via
instagram with your thoughts and suggestions.

  continue reading

124 bölüm

Tüm bölümler

×
 
Loading …

Player FM'e Hoş Geldiniz!

Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.

 

Hızlı referans rehberi