Q&A episode: retirement income from £250K, IHT pension planning, and are ETFs riskier than funds?
Our latest episode answers questions sent in by listeners. Kyle is joined by Craig Rickman, interactive investor’s personal finance editor, to cover a wide range of topics including a realistic retirement income from a £250,000 pension pot, and how to approach fund risk scores. Do you have a question you’d like Kyle or Craig to tackle in a future episode? We would love to hear from you, and the way to get in touch with the team is by emailing: [email protected] 0:00 - Intro 00:35 - How much income could I realistically generate from a £250,000 invested pension pot at retirement? 08:52 - What are the pros and cons of leaving my investments in the accumulation fund share class at retirement? 13:39 - Wide-ranging question related to inheritance tax planning ahead of rule changes next April 20:57 - Fund risk scores, and are exchange-traded funds (ETFs) riskier than funds? 27:52 - Outro Please like and subscribe to our YouTube channel, and visit our website at ii.co.uk. Follow us: LinkedIn: / interactive-investor Instagram: / interactive_investor X: https://x.com/ii_couk Facebook: / weareii Our videos are intended for information purposes only and are not personal recommendations. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance of any companies featured can be found on the company or index summary page on the interactive investor website. Details of recommendations issued by ii during the previous 12-month period can be found at www.ii.co.uk/legal-terms/investment-recommendations. If you are in any doubt about the suitability of any products mentioned and/or the related tax treatment of those products, you should seek independent financial advice. interactive investor (ii) is an Aberdeen company. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

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