A 45 minute listen.

In this retirement podcast we talk to Rachel Vahey, head of policy development at AJ Bell, David Penney, director and chartered financial planner at Penney, Ruddy and Winter and Alistair Cunningham director and chartered financial planner at Wingate Financial Planning.

In this podcast, we discuss the challenges of financial planning for better off clients, considering total wealth, inheritance considerations while touching on some of the issues with too hasty consolidation and even NHS pensions.