Watch Moneyfarm Senior Investment Consultant Lily May Sparrow count down the seven retirement planning essentials you need to know.
Ensure you’re up-to-date with all the latest pension and tax rules as announced by the Chancellor in the Spring Budget and Mansion House speech by reading our recap here.
Lily May Sparrow: Lily started at Moneyfarm as an Investment Consultant in January 2022 and has recently become a Senior Consultant within the team. Lily has worked in financial services since 2016, with experience across Insurance, Financial Advisory and Digital Wealth management, in a number of business development and client-facing roles. As a Senior Investment Consultant at Moneyfarm, Lily spends her days managing our client base, conducting portfolio reviews and assisting with PR, content and event management.
*Capital at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future.