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Retire With A Smile

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Join Community Host Jamie Phythian & Romi Savova of PensionBee to learn how to make your pension a priority and invest in your future self.

About this Event

***THE EVENT DATE HAS BEEN MOVED FROM THE 4TH AUG - AND NOW WILL BE HOSTED ON MONDAY AUGUST 10TH AT 1PM UK TIME. ALL ATTENDEES HAVE BEEN EMAILED ABOUT THE DATE CHANGE. PLEASE CONTACT COMMUNITY@FINIMIZE.COM IF YOU HAVE ANY QUESTIONS***

Right now, many of us have more questions than answers when it comes to personal finance and dealing with your pension can be daunting, often going on the backburner. We will cover off some the key areas you need to be considering when it comes to pension planning and how that can benefit your future finances:

What you'll learn:

  1. Pensions explained e.g how they’re taxed, tax-relief and what you can invest in.
  2. COVID’s impact on the pension funding gap, especially for women.
  3. How to invest ethically and sustainably with your pension pot.

Who you'll hear from:

  • Romi Savova is CEO of PensionBee, the leading online pension provider she founded to simplify pension savings in the UK, following a harrowing pension transfer experience of her own. PensionBee uses technology to help customers find and combine their old pensions into one new online plan. Customers can manage their pension like they manage their bank account; they can look at their live balance, make contributions and withdrawals online and use a smart calculator to plan their saving. Prior to PensionBee, Romi worked at Goldman Sachs, Morgan Stanley and Credit Benchmark, holding varied roles in risk management, investment banking and financial technology. Romi received an MBA from Harvard Business School as a George F. Baker scholar and graduated summa cum laude from Emory University.

Your Finimize Community Host:

  • Jamie Phythian is a Co-Founder at Steer, a financial technology startup that provides personal financial strategies to entrepreneurs and gig workers. Steer pairs customers with a financial expert who works with them to create a bespoke plan for their situation and goals. Steers platform (in beta) allows customers to manage and implement financial strategies and get expert personalised guidance. Jamie has worked in financial planning & wealth management for over 14 years, holding various roles in investment research, financial planning and more recently his passion is in creating new technologies and services to help his generation with personal finance needs.

Finimize:

Our mission at Finimize is to empower you to become your own financial adviser by giving you the information and tools you need to make smart investment decisions. Sign up to the daily newsletter or download the app today.

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Eventbrite's fee is nonrefundable.

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