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Use Your Pension to Pay Off Your Mortgage

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James Shack

Using your pension as a vehicle to pay off your mortgage can be a highly effective strategy.

The star of this video is the pension, not the interestonly mortgage. We could have compared overpaying a repayment mortgage vs investing in a pension, and we would have ended up with a similar result.

Financial Planning
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services, please follow this link: https://go.novawm.com/getintouch


DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested.




0:00 Intro
1:30 Context
2:20 Pension Reminder
3:51 Example
7:26 Stress Test
8:57 The Upside
11:06 Key Considerations


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posted by dulologiasb