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ICR033: Principles for an ideal retirement

14/07/2015 Posted by Martin Bamford Podcast No Comments

In episode 33 of the Informed Choice Podcast, Martin talks about the ten principles for the ideal retirement, a rather expensive new retirement community opening in London, and why investment fund managers are increasing the cash balances in their funds.

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There’s also a personal finance news summary, the answer to a listener question about inheritance tax planning and looking in the woods for the most beautiful woman in the world.

Where will you live when you’re older? An article by Felicity Hannah in The Guardian caught my eye this week. Felicity wrote about the launch of a new luxury lifestyle retirement community in Battersea, London. Battersea Place is scheduled to open next year and is being heralded as the first of its kind in this country.

How much cash is there within your investment funds? This might sound like an odd question, especially if you’re investing in a UK equity, corporate bond or commercial property fund. But investment funds do typically hold some cash.

What is the ideal retirement savings system? For most people, saving for retirement has meant putting money into a pension. A new report prepared by Mercer for the CFA Institute, called An Ideal Retirement System has outlined ten principles for an ideal retirement.

Here are links to everything covered in episode 33 of the Informed Choice Podcast:

Hatchlands Park

Beauty And The Beast

The Organised Mind by Daniel Levitin (book)

Growing old in style: London’s first luxury retirement village (article)

Elmbridge Village, Cranleigh

Charters Village, West Sussex

An ideal retirement system (Mercer/CFA Institute)

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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