Prepare for Retirement: interest rates, trump tariffs and pension planning

03/27/25 • 25 min

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Join Susannah and Sarah as they explore what’s happening with global trade and how it could affect the UK economy – touching on Trump tariffs, the UK growth forecast and interest rate cuts.

Helen Morrissey, Head of Retirement Analysis, talks about how people can prepare for retirement and reflects on changes in the retirement space since the major pension reforms (Freedom and Choice) made 10 years ago.

Special guest, Danny Cox, Head of Communications here at HL, tells us about how he was able to plan his finances for an early retirement.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they explore what’s happening with global trade and how it could affect the UK economy – touching on Trump tariffs, the UK growth forecast and interest rate cuts.

Special guest, Danny Cox, Head of Communications here at HL, tells us about how he was able to plan his finances for an early retirement.

Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

Spring Clean Your Finances: US tariffs, the Spring Statement and saving tax

In this week’s episode, Susannah and Sarah discuss the potential impact of US tariffs on the global economy and the clash between Trump, Vance and Zelensky. We also delve into speculation around possible announcements in the upcoming Spring Statement and the tax efficient opportunities available at the moment.

Helen Morrissey, head of pension analysis, shares some of the key things to think about as we approach the end of the tax year.

Matt Britzman, senior equity analyst at HL, will take us through some of the shares which we think are worth considering for a Stocks & Share ISA.

And we’ll hear from Emma Wall, our head of platform investments, on the latest fund ideas for an ISA as chosen by our research experts.

This podcast isn’t personal advice or a recommendation to trade any investment. Investors are responsible for their own investment decisions. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

How to build a portfolio in turbulent times

Join Susannah and Sarah as they break down the market fallout following Trump’s tariffs and explore how to invest at times like this. Learn how to build a balanced portfolio, why diversification matters, and how to choose funds that suit your investment goals.

Helen Morrissey, Head of Retirement Analysis, tells us how your pension can be your first step into investing.

And Emma Wall, Head of Platform Investments, joins us to share three funds that the HL research team have selected as a way to start building a portfolio.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.

Hosted on Acast. See acast.com/privacy for more information.