BONUS EPISODE: What does the 2026/27 tax year mean for your finances? cover art

BONUS EPISODE: What does the 2026/27 tax year mean for your finances?

BONUS EPISODE: What does the 2026/27 tax year mean for your finances?

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Summary

In this bonus episode of The Pension Confident Podcast, we cover some of the key changes from the new 2026/27 tax year and what they could mean for you and your finances.

Join our host, Philippa Lamb, and VP Personal Finance at PensionBee, Maike Currie, as they unpack the changes impacting:

  • the National Minimum and Living Wage;
  • statutory sick, parental and bereavement pay;
  • frozen earnings bands and savings limits;
  • the State Pension and personal pensions.

Episode breakdown

01:09 What is the tax year?

02:25 Minimum and statutory pay for workers

04:08 The State Pension and 'triple lock'

06:20 Frozen thresholds on earnings and savings

10:46 Pension contributions and compound interest

Further reading and listening

To learn more about the 2026/27 tax year, check out these articles and podcasts from PensionBee:

  • Episode transcript (Blog)
  • 4 smart ways to use your ISAs in retirement (Blog)
  • How to use carry forward to make big pension payments (Blog)
  • What is the State Pension? (Article)
  • What is the triple lock on State Pensions? (Blog)
  • What tax changes are coming in April 2026? (Blog)

Other useful resources

  • Adoption leave and pay (GOV.UK)
  • Maternity leave and pay (GOV.UK)
  • National Minimum Wage and National Living Wage rates (GOV.UK)
  • Parental bereavement leave and pay (GOV.UK)
  • Paternity leave and pay (GOV.UK)
  • Shared parental leave and pay (GOV.UK)
  • Statutory Sick Pay (SSP) (GOV.UK)
  • The basic State Pension (GOV.UK)
  • The new State Pension (GOV.UK)
  • The Retirement Living Standards (Pensions and Lifetime Savings Association)

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

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


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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.

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