Could you be sitting on thousands of pounds without realising it?
On this episode of the AJ Bell Money & Markets podcast, Sarah Coles and Dan Coatsworth look at the growing problem of lost pension pots and explain how to track down forgotten retirement savings. We also discuss the billions of pounds sitting in unclaimed Premium Bonds, and Child Trust Funds gathering dust. Importantly, Sarah explains ways to check whether some of that money belongs to you.
The team reveal six tax tips that could save people up to £8,500 ahead of the Budget and discuss what Chancellor John Healey might have in store for investors, savers and taxpayers. From pension tax breaks and income tax thresholds to ISAs, stamp duty and the state pension tax dilemma, Sarah and Dan run through the key areas to watch.
You can hear from interview with Sonia Bainbridge from Invesco on what it will take to get more people investing. The pod also discusses another week of cyber-attacks, an IMF inflation warning, AI stock weakness. James Flintoft reveals the AJ Bell investment team’s view on the recent bond market selloff.
Finally, hear about activist pressure at Whitbread, unusually low CEO turnover among FTSE 100 companies, and an important court case involving a romance scam.
Time stamps: [01:10] Lost pension pots, unclaimed Premium Bonds and forgotten Child Trust Funds [09:21] Six tax tips that could save people up to £8,500 [15:24] Autumn Budget preview: what could change for your money? [30:10] Sonia Bainbridge from Invesco on how to get more people investing [42:31] Cyber-attacks, inflation risks and AJ Bell’s James Flintoft on bond market volatility [58:33] AI stock wobble [01:01:03] Premier Inn owner Whitbread targeted by activist investor [01:03:16] Where’s all the CEO changes among FTSE 100 companies? [01:05:30] Romance scam