Event Title Event Dates Planning for Retirement - Financial planning and tax elements 02/02/21 Course Closed   Training Area Staff Development Specific Area Professional Effectiveness Course Type Workshop Closing Date 30/01/21 Main Trainer Close Brothers Target background requirements Staff Scope Workshop summary This webinar is designed to help those who are considering their retirement options to make better informed decisions around future pension provision and other financial, investment and tax choices. Because our normal to face seminars cannot currently run, these webinars have been included as a short-term measure to support those who may be planning on retiring Aims and Objectives The 2-hour webinar will cover: • Key financial planning principles • Making good pension decisions • Pension allowances and rules • What to expect from the State • Understanding the investment universe • Protection • Tax and tax planning • Will and estate planning overview Pre-session Requirements Once booked on to a webinar the employee will be given access to a virtual retirement hub which contains a wide range of valuable information, videos, recorded webinars, downloadable materials and tools that address both the lifestyle and financial elements of planning for retirement and these include: planning for the transition, state entitlements, will and estate planning and planning the rest of your life. It is recommended that you visit the virtual retirement hub before attending the live financial webinar but it will remain available to you afterwards too. On-the-Day Details Please arrive at least 10 minutes before the start of the webinar.