Workplace Pensions – What You Need to Know

Join experts from the government-backed MoneyHelper service on the 19th November @ 11am for the second in our brand-new series of interactive seminars to cut through the complexity on Pensions.

This session will focus on what people need to know about Workplace Pension schemes. This will cover the following:

• Planning and budgeting for retirement – how much money will you need?
• The types of workplace pensions
• The basics of Automatic Enrolment
• The rules regarding opting out
• What to do with any problems with an occupational pension scheme
• Options for accessing pensions on retirement
• Tracing old pensions
• Scams
• Helpful tools and next steps

There will also be an opportunity to ask questions live to the MoneyHelper team.

For more information about how MoneyHelper can help you please visit MoneyHelper

Pension Series

Each hour-long online session is a stand alone. You can come to as many or as few as will benefit you.

• Tues 21st October 11am-12pm - State Pensions: What You Need to Know
• Wed 19th November 11am-12pm - Workplace Pensions: What You Need to Know
• Wed 10th December 11am-12pm - Personal Pensions: What You Need to Know

Money Guidance Competency Framework

Technical Domains 11) Pensions

Accessibility

The event takes place online and will be delivered in English. If you have any accessibility requirements such as visual or hearing impairment, or a neurodiverse condition that might affect your experience of the forum, please let us know in advance when you register your place and we will do our best to make sure you can access the session in a way that meets your needs.

The Money Guiders Programme

Money Guiders is provided by the Money and Pensions Service. It is a programme which seeks to help money guidance practitioners improve their knowledge, skills and confidence. 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.

Before attending the session, you could:

• Try out our money guidance confidence checker, to find out how you feel about the conversations you have with customers about money
• 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.
• Consider how you spot potential problems, how you can start conversations about money in a sensitive way and at an appropriate time?
• Think about how you can maintain good boundaries in your role as a money guidance practitioner within your main area of work?