Event Description:
Join experts from the government-backed MoneyHelper service to cut through the complexity on Pensions. The session will focus on a range of different pension topics, such as:
- Planning and budgeting for retirement – how much money will you need?
- Knowing what to expect from your State Pension and how you build your State Pension entitlement
- The types of personal and workplace pensions
- The basics of Automatic Enrolment
- Options for accessing your pension
- Tracing old pensions
- Scams
- Helpful tools and next steps
Who Should Attend:
This session is ideal for anyone in the UK who provides money guidance and wants to feel more confident discussing pensions. Whether you're:
- A money guidance practitioner supporting clients with financial wellbeing
- A community or support worker helping people navigate life’s financial challenges
- Or simply someone who wants to better understand how pensions work and how to explain them clearly
…this event is designed to help you build your confidence and competence in this essential area of financial guidance.
Links to the Money Guidance Competency Framework
This event is designed to help you improve your money guidance practice, developing skills, confidence and knowledge around a specific money related area. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.
Technical domain 11. Pensions
https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/11-pensions
Foundation Level - Signposting customers: all practitioners – no matter their job role – must be able to elicit simple, information from the customer in order to signpost them to appropriate sources of further support, advice or information.
Before attending this session, you could spend some time considering the challenges you face in your work, specifically when you provide help and guidance to your clients or service users around money issues.
Accessibility
If you have accessibility requirements, please inform us when you register by emailing moneyguidersni@reed.com and we will do our best to meet them. Participants should always remember to keep their own client and customer details confidential and not disclose personal information about them.
Keep Up to Date with the Money Guiders Northern Ireland Network
· Contact: moneyguidersni@reed.com
· Register with the Money Guiders Northern Ireland Network here
· LinkedIn Page here
· Facebook Page here
· Twitter here
