Accessing Pensions - Processes and Options Explained

About this session

A session for Money Guidance practitioners to help build their understanding of a pensions-related topic, explore key considerations for retirement planning and increase awareness of the information, support and options available.

In this webinar delivered by pension specialists from MoneyHelper, explore the procedures and process for accessing pensions - be that the State Pension or a personal pension - and an overview of the options that are available. There will also be information on the Pension Wise service, plus other support that is available for your customers.

There will be time for questions at the end of the meeting.

Who is this session for?

• Anyone across the UK that has conversations with their clients about pensions
• Anyone that would like to improve their pensions knowledge and guidance skills
• This session is for practitioners working across the third, community and public sectors who would like to increase their understanding of pensions and retirement-related topics.

Format

This session will be taking place online via Teams and there will be time for questions at the end of the meeting.

For more information about how MoneyHelper can help you please visit https://www.moneyhelper.org.uk/en

Money Guiders Competency Framework

Technical Domain: Pensions

Accessibility
We are committed to making this event accessible to everyone. If you have any accessibility requirements, please let us know using the form fields when registering or email us at money.guiders.community@maps.org.uk

About Money Guiders

Money Guiders is a free self-development programme designed to help money guidance practitioners improve their knowledge, skills, and confidence. Provided by the Money and Pensions Service, it's aimed at staff and volunteers working in the third, community and public sectors. With over 20 hours of elearning, hundreds of events on offer and a community of practice at your side, this free programme will help you to help others.

Join the Money Guiders Community
Become part of a UK-wide community of practice. As a member, you’ll receive priority access to learning events, workshops, newsletters, and networking opportunities—all in partnership with the Money and Pensions Service.

👉 Register for the Money Guiders Community today!