Taking pension tax-free cash? Don’t make these mistakes

7 November 2025 12897 Views

Fidelity UK

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Should you take your pension tax-free cash now? Many of those in, or approaching retirement are asking themselves this question. Rumours of reforms to the pension system are swirling as we approach the Chancellor’s budget on 26 November. In this week’s episode of the Personal Investor podcast, Ed and Marianna discuss the good, and bad, reasons to take pension tax-free cash:

Capital at risk. SIPP and tax rules apply.

Intro
What is tax-free cash?
What might change in the Budget?
Why you should keep calm
The good (and bad) reasons to take tax-free cash

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