Event Title Event Dates
Planning for Retirement - Financial planning and tax elements 02/02/21

Course Closed
 
Training Area Staff Development Specific AreaProfessional Effectiveness
Course Type Workshop
Closing Date 30/01/21
Main TrainerClose 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.