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University of West London (PE.02.001)

St Mary's Road

Ealing

London

W5 5RF

United Kingdom

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Description

Retirement Planning Seminar

Date and location:

26th March 2020- Room BY.02.001

Who is the seminar for?

This full day seminar is for any employee who is retiring imminently or considering retiring within the next 2 years.

What will i get out of this?

The seminar will provide you with an introduction to the issues affecting your retirement. It will help you to plan both financially and emotionally for the next phase of your life. Research has shown that both financial considerations and social and emotional impacts are important when planning for retirement. This seminar will include sessions on: financial planning including investments and taxation, your occupational pension benefits, your state pension entitlement and adjusting to and planning for retirement.

Learning outcomes

  • Understand the financial implications of retirement.

  • Learn about your state pension entitlement

  • Understand your occupational pension

  • Identify personal and financial actions which will help make the most of your retirement

  • Start the process of planning for a successful retirement

Is there anything i need to know before booking a place?

Planned Future provides an experienced retirement educator to host the whole day. The financial speaker is from our vetted panel of IFAs, who is experienced and clear and able to answer a wide range of your questions.

There will be plenty of breaks for reflection and networking. Lunch is not provided but there is a canteen serving hot and cold food on site


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Date and Time

Location

University of West London (PE.02.001)

St Mary's Road

Ealing

London

W5 5RF

United Kingdom

View Map

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