Free

King's Lynn Retirement Planning Evening Seminar

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Location

Congham Hall

Lynn Road

Congham

King's Lynn

PE32 1AH

United Kingdom

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Event description

Description

"A highly characterful, amusing and informative event!"


A free evening seminar and finger buffet to help people who are approaching retirement and want to make the best use of their existing arrangements. This event is open to all aged 50-75, who wish to find out more about:

Forward Planning

  • the importance of understanding your appetite to risk and your capacity for loss when planning your retirement
  • understanding the strengths and weaknesses of your current pension provision
  • creating a plan

The New Flat-Rate State Pension

  • how to get a projection on your new flat-rate State Pension
  • if required, how to top up your State Pension
  • why some people defer claiming the State Pension

Pension Flexibility Rules

  • how pension flexibility rules can be used with Personal Pensions, SIPPs and money purchase AVCs
  • mitigating the impact of tax on retirement income by appropriate use of your tax allowances
  • how to maximise tax relief in your last years of work
  • inheritance tax efficency of defined contribution pensions

Final Salary Pension Schemes

  • the significant benefits available to you and yours of final salary schemes
  • why transferring out of these is rarely advisable

Making Sense of Your Pension Projections

Utilising existing assets effectively

  • utilising existing assets to generate a greater tax-free income
  • strengths and weaknesses of buy-to-let investment
  • risks and benefits of both tracker funds and actively managed funds
  • benefits of asset class diversification
  • Other tax reduction mechanisms

Hazards

  • breaching pension allowances
  • excess contributions
  • investment risk
  • inflation
  • taxation

We are happy to take questions on the day. You will also be given the opportunity for a free, no obligation, analysis of your all your existing assets and pensions.


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Date and Time

Location

Congham Hall

Lynn Road

Congham

King's Lynn

PE32 1AH

United Kingdom

View Map

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