On this bonus episode, we hear from PensionBee customer, Sanna. Like so many, she's juggling family life, buying her first home, and trying to save for retirement - all at the same time. Since having her daughter and moving back in with family to save on rent, her pension savings have taken a back seat.

We unpack the choices Sanna has faced - from rising living costs and childcare to finding faith-aligned financial products - with the help of pension expert Rachael Oku, VP Brand and Communications at PensionBee. Plus, we share helpful guidance for prioritising your future savings while juggling the more immediate, everyday costs.

Episode breakdown

01:06 Homebuying vs. saving for retirement

03:20 Rising costs and financial impact

05:05 Faith-driven investing options

08:39 Exploring multiple income streams

Further reading, listening and watching

To learn more about the topics discussed in this bonus episode, check out these articles and podcasts from PensionBee:

• Episode transcript (Blog)
• E41: How can multi-generational living save you money? (Podcast)
• E6: What are Shariah investments? (Podcast)
• What is an investment account? (Article)
• What is an ISA? (Article)
• What is a Stocks and Shares ISA? (Article)
• How to use your property to fund your retirement (Blog)

Other useful resources

• Check your State Pension age (GOV.UK)
• Free Childcare for Working Parents (GOV.UK)
• Pension Calculator (PensionBee)
• Retirement Living Standards (Pensions UK)
• The new State Pension (GOV.UK)
• The UK Pension Landscape (PensionBee)
• Britain's Trapped Generation (Skipton)

Catch up on the latest news, read our transcripts or watch on YouTube:

• The Pension Confident Podcast
• The Pension Confident Podcast on YouTube

Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads.

Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.