How does cash implement people's retirement plans? In today's episode, Roy Thompson speaks with Nick Lacey, Head of Sales at Insignis Cash Solutions on how cash savings can affect your plans for retirement in later life, challenger banks, and c

Common mistakes people make with Pensions | The Retirement Gym

Aug 3rd, 2022 20m 28s

In today’s episode,Roy speaks with Gill Lynes, Senior Financial Planning Manager at Carpenter Box FA on common situations and mistakes they see with pension planning; the potential implications mistakes can have on your financial future; the co

What is equity release? | The Retirement Gym

Jul 6th, 2022 26m 36s

Often, people aged over 55 decide to release equity from their property as a long-term loan that’s eventually re-paid using your home. Roy Thompson speaks with John Whyte an Equity Release Specialist at Equity Release Sussex on what equity rele

Can women be adversely affected in retirement?

Dec 4th, 2020 18m 17s

In this episode Roy Thompson talks with Gill Lynes, Senior Financial Planning Manager at MHA Carpenter Box Financial Advisers. They discuss the various factors that result in many women under-saving for their pension and what actions can be tak

Understanding your pension

Sep 8th, 2020 26m 20s

Often, young people are synonymous with not starting to save early enough for retirement or lacking an understanding in their pension. In this episode Roy is joined by 24 year old Jack Watkinson who has recently graduated from University and is

What is sustainable investing?

Jul 20th, 2020 25m 13s

Roy Thompson speaks with Phoebe Stone, Head of Sustainable Investing at LGT Vestra. Sustainable (or ethical) investing has become increasingly popular, especially in recent times, as people look to leave the world in a better place for future g

Importance of investment risk on your retirement fund

Jun 10th, 2020 26m 3s

In this episode Roy is joined by David Cooke, Investment Manager and Partner at Saltus Investment Management. They discuss the importance of investment risk and the returns you can achieve on your retirement funds.Topics include:The returns we

Emotional consequences of retirement

May 11th, 2020 24m 9s

In this episode, Roy speaks with Caroline Clarke, a Psychotherapist based in Brighton who helps people navigate major life changes such as retirement.They discuss how you can prepare for a positive and successful retirement from an emotional an

Coping with Covid part 2: Individuals

Apr 8th, 2020 23m 14s

In part 2 of this special podcast series, Roy is joined by Kelvin Riches, a Chartered Financial Planner at MHA Carpenter Box Wealth Management. Kelvin has done a lot of work over the last few weeks working with individuals concerned about their

Coping with Covid part 1: Businesses

Apr 7th, 2020 20m 57s

In part 1 of this special 2 part podcast series, Roy is joined by Dan Hobbs, a Tax Partner at MHA Carpenter Box. In the last few weeks Dan has focussed on keeping up to date with the Government updates and support available for businesses durin

Legal matters in later life

Feb 24th, 2020 25m 56s

In this episode, Roy is joined by Ian Macara who heads the Private Client team at Bennett Griffin Solicitors in Worthing and specialises in contingency planning for life.They discuss the importance of having a Will and Power of Attorney (POA) a

Budgeting for your retirement

Jan 9th, 2020 22m 7s

In the first episode of The Retirement Gym, Head of MHA Carpenter Box Wealth Management Roy Thompson talks with Senior Financial Planning Manager Gill Lynes about making a budget plan to better prepare you for your spending requirements in reti

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