Switch Your Money On

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.

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.

Join Susannah and Sarah as they explore how Trump’s proposed tariffs are impacting global markets and tech stocks. They also dive into the latest findings from the HL Savings and Resilience Barometer, revealing why it’s harder to make ends meet when you’re single.Helen Morrissey, Head of Pension Analysis, shares key questions to consider when planning a solo retirement. Plus, Dr Ylva Baeckström, Senior Lecturer at King’s College Business School, uncovers the behavioral science behind it all.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.

Susannah and Sarah examine what Trump’s presidency means for global markets, saving and investing for children and grandchildren during volatile times and the sensible planning steps we can take.Helen Morrissey, head of pension analysis, tells us how supporting grandchildren can put you in a better position yourself, and the role that pensions play in family financial planning. Plus, Bradley Clark, Financial Adviser at HL, brings insights from his experience advising families – what their concerns and priorities are, and some of the best tips he gives to them.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.

Susannah and Sarah explore the investment landscape right now and then dive into our latest research uncovering the nation’s financial resilience. Helen Morrissey, head of pension analysis, sheds light on the pensions gap affecting millions across the nation.Plus, Nathan Long, senior analyst at HL, talks us through some of the most interesting findings from the Barometer, and some of the most striking regional differences.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.

Susannah and Sarah take a look at the steps we can take with our investments and personal finances as we head into 2025.Helen Morrissey, head of pension analysis, outlines the key New Year jobs to do when it comes to your pension.Emmanuel Asuquo, personal finance expert and founder of the Eman Effect, talks us through exploring your money mindset and building good habits – both of which are key to starting the year right. 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.