The following is a transcript of our monthly podcast, The Pension Confident Podcast. Listen to our podcast introduction, or scroll on to read the conversation.
Music kicks in
PETER: Hello I’m Peter Komolafe; financial expert and presenter of PensionBee’s new Pension Confident Podcast. Every month I’ll be talking to members of the PensionBee team and some of the best brains in personal finance, to discuss the biggest topics impacting your pension. Follow the Pension Confident Podcast on your podcast app now and join me soon for episode one, where we’ll be addressing some of the biggest questions around sustainable investing - can it really make a difference? And discussing how you could get the equivalent of an annual £30,000 pension income by investing as little as £55 a month. Yes, just £55 a month! You did hear that right. A happy retirement is a journey, not a destination, and the Pension Confident Podcast is here to help you every step of the way.
Closing music
Risk warning
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.
Period | Market Event | FTSE World TR GBP (%) | 4Plus Plan (%) |
|---|---|---|---|
4Plus Plan’s inception – 6 Sept 2013 | QE Tapering, China Interbank Crisis and its aftermath | -5.44 | -2.41 |
3 Oct 2014 – 15 May 2015 | Oil price drop, Eurozone deflation fears & Greek election outcome | -5.87 | -1.77 |
7 Jan 2016 – 14 Mar 2016 | China’s currency policy turmoil, collapse in oil prices and weak US activity | -7.26 | -1.54 |
15 June 2016 – 30 June 2016 | BREXIT referendum | -2.05 | -1.07 |
