Financial wellbeing and Planning for Retirement Non-Teaching Staff

Are you planning to retire soon? Do you know what steps you need to take to make this possible?

Do you know what to expect financially come the day?

Planning and taking control now could make all the difference as to when you retire and how much you can expect to retire on.

You’ve achieved your aspirations during a career helping others. Now it’s time to turn attention to your retirement. Your retirement could last as long your school career, so it’s vital to have a clear idea about some of the things you’d like to achieve in life after work.

This webinar aims to address the concerns and issues surrounding retirement for non-teaching staff enrolled in Local Government Pension Scheme and explains how to best manage their finances to maximise funds approaching and through retirement.

The event is without obligation, will last for no more than 45 minutes and will cover off the following areas specific to the Local Government Pension Scheme:

• If early retirement could be an option for you.

• Planning your exit to help maximise your benefits for you and your loved ones

• The options to draw your pension and lump sum

• Options to enhance your provision

• The use of other pensions such as AVC’s and pensions from previous work

• Helping to Maximise the use of your savings and investment

• Inheritance tax considerations

We will also cover several other key areas for you to consider and provide a golden opportunity for you to discover more.

• The flat-rate State Pension, which replaced the Basic State Pension in April 2016, and how your entitlement is determined.

• Strategies for ensuring you maximise your retirement income.

You’ll also be given plenty of opportunities to ask any questions and discuss your own goals, aspirations and circumstances, should you wish.

This event is a must for those reaching this next life stage, so book your place today. Feel free to book extra spaces for your spouse, colleagues and friends.

The event will be led by Angela Millar who has over 20 years’ experience of providing high quality, trusted financial advice and guidance to Education Professionals and their families. She is qualified, authorised and regulated to provide personal financial advice and guidance in all areas. She has worked with staff from schools and colleges across the Yorkshire area and has built a strong reputation for providing an honest and trusted service. Angela is the Director of Angela Millar Wealth Management Ltd, which is a Partner Practice of St. James's Place Wealth Management- a FTSE100 company.

Can’t make it?

If you’re unable to attend or would like to book a one-to-one meeting with Angela at a time and place that suits your needs, please contact us via amy.gavin@sjpp.co.uk or 07824 79577.

The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Angela Millar Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

SJP Approvevd 24/04/2024