Headsup On Money

95-Should You Take Your Pension Tax-Free Cash (Lump Sum)?

Benjamin Mitchell Season 1 Episode 95

It's one of the most common queries posed by retirees. Surely getting your hands on 25% of your pension tax free is an absolute no brainer, right? 

In this episode Benjamin discussed the pros and cons to taking your pension tax free cash straight away and hopefully gives you food for thought that it's not as black and white as it may seem. 


Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps you to never make another financial mistake.

Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!

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Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.