Join our experts for an exclusive Q&A session.

We would like to invite you to join our Head of Central Advice, Neil Rayner, and one of our qualified financial advisers, Lowell Wright, for an exclusive Q&A session looking at the different elements that factor into planning your ideal retirement.

During the session, our experts will cover the following key areas:

 

  1. Analysing your personal circumstances.

We understand that everyone’s idea of a dream retirement is different, which is why is it so important to consider how your own personal circumstances align with your retirement goals.  Our experts will be discussing what you should consider when analysing your circumstances.

  1. How much money is needed for retirement.

Whatever your ideal retirement entails, there are different approaches you can take to gain a better understanding of how much you will need. Our experts will be discussing some of the different tools and approaches you could use to help you determine how much money you will need for your dream retirement, such as cashflow forecasts.

  1. Your drawdown options

There are a few different options you can choose when it comes to taking money from your pension to fund your retirement. Some options may be more suitable to your needs than others. Our experts will look at the different options available, and the potential tax implications involved.

Book your place now.

These sessions will be held on Thursday 17th October at 12pm and 6pm. To secure your space click below.

As always, the sessions will conclude with a Q&A section where you can ask your questions live to our financial advisers.

We look forward to speaking with you.

 

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