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Workshop: Planning For Your Future

Suggested age –50+ yrs

Pension freedom means that effective financial planning has never been more important. This workshop takes a more focused look at the big financial issues prior to, during, and after retirement. We walk your employees through the same process a financial planner would, to give them a sense of how much they can do for themselves, whilst simultaneously dispelling some of the myths that can hurt us financially.

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Workshop: Planning For Your Future

Suggested age –50+ yrs

Pension freedom means that effective financial planning has never been more important. This workshop takes a more focused look at the big financial issues prior to, during, and after retirement. We walk your employees through the same process a financial planner would, to give them a sense of how much they can do for themselves, whilst simultaneously dispelling some of the myths that can hurt us financially.

 

This workshop aims to:

  • Give your employees sufficient knowledge to feel confident when it comes to making important decisions about retirement
  • Build an extended ‘to do’ list of actions specific to their finances
  • Put your employees in a position where they can either help themselves or have informed discussions with other financial professionals.

This Planning For Your Future workshop covers:

  • Making financial decisions
  • Risk
  • Taxation
  • Getting the most from pension savings
  • Investing lump sums, and
  • Your property and your legacy.

To find out more about how this workshop can help your employees, call our Being Well Together Team on 0208 600 1000 or email [email protected].

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Find out more about the Being Well together Programme here.

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