#FinanceFriday | Your Next Contribution: Pension or ISA?
24 April 2026 11:00
Finding the right balance between saving for the future and keeping enough flexibility for today is something many people think about. In this webinar, Your Next Contribution: Pension or ISA?, guest speaker Sophia McGhee, Wealth Manager at AAG Wealth Management, will help you explore how each option can support different priorities and life plans. Together, you’ll look at how your goals, timeframes, and circumstances can shape the choices you make, not just in terms of tax efficiency, but in how confident and secure you feel moving forward. Whether you already have a plan in place or are simply looking for clearer direction, this session will offer straightforward guidance to help you make decisions that feel balanced, informed, and right for you.
What you’ll learn:
You’ll learn the key differences between pensions and ISAs, including how each supports growth, tax efficiency, and future planning. The session will cover how to assess which option aligns best with your goals, how to make the most of annual allowances, and how contributions can influence your broader financial position. You’ll also explore practical techniques for balancing accessibility with long-term security, helping you use both pensions and ISAs in a way that builds a stronger, more strategic framework for the years ahead. You’ll leave with a clear understanding of how to optimise each tool to support your wider financial objectives.
Timings:
11:00 – 11:15 | Keynote with Sophia McGhee
11:15 – 11:30 | Moderated Q&A
Who should attend:
This session is ideal for individuals who want to use pensions and ISAs more strategically, whether they’re planning for retirement, building long-term savings, or looking to refine their tax-efficient approach. So, if you're reviewing your contribution strategy or deciding where to focus next, this webinar will provide clarity, structure, and practical guidance to help you make well-informed decisions.
